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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 | $3,942 | $49,177-92.0% | $79,476-95.0% | $64,181-93.9% |
| Participation rate | 45.2% | 65.0%-19.9pp | 73.3%-28.2pp | 69.6%-24.4pp |
| Annual return | -18.40% | -1.16%-17.2pp | 718.21%-736.6pp | 7.63%-26.0pp |
| Employer contribution / active EE | $406 | $2,076-80.4% | $2,800-85.5% | $2,381-82.9% |
| Participant deferral / active EE | $1,162 | $2,821-58.8% | $3,704-68.6% | $3,470-66.5% |
| Admin fee / account holder | $535 | $3,839-86.1% | $5,113-89.5% | $4,887-89.1% |