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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 | $6,589 | $45,566-85.5% | $64,105-89.7% | $59,633-89.0% |
| Participation rate | 48.6% | 60.2%-11.6pp | 68.2%-19.6pp | 68.7%-20.1pp |
| Annual return | -5.72% | 4.95%-10.7pp | 791.24%-797.0pp | 2041.40%-2047.1pp |
| Employer contribution / active EE | $429 | $934-54.1% | $1,820-76.4% | $2,203-80.5% |
| Participant deferral / active EE | $1,587 | $2,057-22.8% | $2,822-43.7% | $3,192-50.3% |
| Admin fee / account holder | $309 | $3,268-90.6% | $4,499-93.1% | $4,297-92.8% |