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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 | $9,406 | $47,977-80.4% | $154,111-93.9% | $56,287-83.3% |
| Participation rate | 58.7% | 66.2%-7.5pp | 83.0%-24.4pp | 69.9%-11.2pp |
| Annual return | -8.20% | 3.54%-11.7pp | 735.18%-743.4pp | -9.96%+1.8pp |
| Employer contribution / active EE | $357 | $2,169-83.5% | $5,298-93.3% | $2,111-83.1% |
| Participant deferral / active EE | $1,051 | $2,392-56.0% | $5,081-79.3% | $3,350-68.6% |
| Admin fee / account holder | $836 | $438+90.8% | $13,411-93.8% | $521+60.5% |