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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 | $10,158 | $45,566-77.7% | $64,105-84.2% | $59,633-83.0% |
| Participation rate | 60.3% | 60.2%+0.1pp | 68.2%-7.9pp | 68.7%-8.4pp |
| Annual return | -3.55% | 4.95%-8.5pp | 791.24%-794.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $230 | $934-75.4% | $1,820-87.4% | $2,203-89.6% |
| Participant deferral / active EE | $1,512 | $2,057-26.5% | $2,822-46.4% | $3,192-52.6% |
| Admin fee / account holder | $2,751 | $3,268-15.8% | $4,499-38.9% | $4,297-36.0% |