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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 | $5,285 | $32,117-83.5% | $71,086-92.6% | $64,173-91.8% |
| Participation rate | 36.7% | 42.7%-6.0pp | 54.7%-18.0pp | 69.6%-32.9pp |
| Annual return | -24.14% | -5.57%-18.6pp | 650.59%-674.7pp | 7.63%-31.8pp |
| Employer contribution / active EE | $606 | $712-14.9% | $1,088-44.3% | $2,381-74.6% |
| Participant deferral / active EE | $852 | $1,263-32.5% | $1,874-54.5% | $3,470-75.4% |
| Admin fee / account holder | $408 | $2,759-85.2% | $3,082-86.8% | $4,887-91.7% |