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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 | $681 | $94,439-99.3% | $73,658-99.1% | $154,746-99.6% |
| Participation rate | 69.2% | 64.7%+4.6pp | 57.0%+12.2pp | 80.7%-11.5pp |
| Annual return | -22.72% | 28.25%-51.0pp | 29.72%-52.4pp | 172.34%-195.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $461 | $2,527-81.8% | $2,062-77.6% | $6,730-93.2% |
| Admin fee / account holder | $315 | $3,843-91.8% | $3,357-90.6% | $14,365-97.8% |