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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 | $15,116 | $39,245-61.5% | $64,105-76.4% | $52,331-71.1% |
| Participation rate | 66.4% | 58.2%+8.2pp | 68.2%-1.8pp | 68.1%-1.7pp |
| Annual return | -5.87% | 14.79%-20.7pp | 791.24%-797.1pp | 4.54%-10.4pp |
| Employer contribution / active EE | $417 | $736-43.3% | $1,820-77.1% | $1,882-77.8% |
| Participant deferral / active EE | $2,819 | $1,992+41.5% | $2,822-0.1% | $3,022-6.7% |
| Admin fee / account holder | $1,282 | $592+116.3% | $4,499-71.5% | $592+116.7% |