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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 | $3,963 | $30,732-87.1% | $59,496-93.3% | $59,633-93.4% |
| Participation rate | 35.4% | 43.2%-7.8pp | 54.6%-19.1pp | 68.7%-33.3pp |
| Annual return | -8.98% | 4.47%-13.4pp | 182.05%-191.0pp | 2041.45%-2050.4pp |
| Employer contribution / active EE | $279 | $631-55.8% | $1,153-75.8% | $2,203-87.3% |
| Participant deferral / active EE | $601 | $1,183-49.2% | $1,829-67.1% | $3,192-81.2% |
| Admin fee / account holder | $572 | $2,136-73.2% | $2,232-74.4% | $4,297-86.7% |