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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 | $7,525 | $45,566-83.5% | $64,105-88.3% | $59,633-87.4% |
| Participation rate | 58.1% | 60.2%-2.1pp | 68.2%-10.1pp | 68.7%-10.6pp |
| Annual return | -4.48% | 4.95%-9.4pp | 791.24%-795.7pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $1,152 | $934+23.3% | $1,820-36.7% | $2,203-47.7% |
| Participant deferral / active EE | $1,684 | $2,057-18.1% | $2,822-40.3% | $3,192-47.2% |
| Admin fee / account holder | $473 | $3,268-85.5% | $4,499-89.5% | $4,297-89.0% |