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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 | $4,883 | $54,370-91.0% | $82,763-94.1% | $68,490-92.9% |
| Participation rate | 32.4% | 63.9%-31.6pp | 72.6%-40.2pp | 67.9%-35.5pp |
| Annual return | -31.89% | -13.67%-18.2pp | 702.45%-734.3pp | -7.85%-24.0pp |
| Employer contribution / active EE | $720 | $2,219-67.5% | $3,008-76.1% | $2,597-72.3% |
| Participant deferral / active EE | $950 | $3,247-70.7% | $4,395-78.4% | $4,028-76.4% |
| Admin fee / account holder | $475 | $4,398-89.2% | $5,325-91.1% | $5,403-91.2% |