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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 | $10,097 | $45,566-77.8% | $64,105-84.2% | $59,633-83.1% |
| Participation rate | 64.6% | 60.2%+4.4pp | 68.2%-3.6pp | 68.7%-4.1pp |
| Annual return | -4.76% | 4.95%-9.7pp | 791.24%-796.0pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $2,551 | $934+173.1% | $1,820+40.2% | $2,203+15.8% |
| Participant deferral / active EE | $1,575 | $2,057-23.4% | $2,822-44.2% | $3,192-50.6% |
| Admin fee / account holder | $746 | $3,268-77.2% | $4,499-83.4% | $4,297-82.6% |