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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,049 | $47,977-74.9% | $154,108-92.2% | $56,289-78.6% |
| Participation rate | 66.7% | 66.2%+0.5pp | 83.0%-16.4pp | 69.9%-3.2pp |
| Annual return | -7.87% | 3.54%-11.4pp | 735.21%-743.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $605 | $2,169-72.1% | $5,298-88.6% | $2,111-71.3% |
| Participant deferral / active EE | $831 | $2,392-65.2% | $5,081-83.6% | $3,350-75.2% |
| Admin fee / account holder | $1,047 | $438+138.9% | $13,411-92.2% | $521+101.0% |