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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 | $10,549 | $39,798-73.5% | $67,711-84.4% | $59,632-82.3% |
| Participation rate | 63.2% | 57.4%+5.8pp | 67.5%-4.4pp | 68.7%-5.5pp |
| Annual return | -4.78% | 89.94%-94.7pp | 25.41%-30.2pp | 2041.32%-2046.1pp |
| Employer contribution / active EE | $760 | $1,393-45.5% | $2,559-70.3% | $2,203-65.5% |
| Participant deferral / active EE | $1,546 | $2,335-33.8% | $3,585-56.9% | $3,192-51.6% |
| Admin fee / account holder | $458 | $3,212-85.7% | $4,255-89.2% | $4,297-89.3% |