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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 | $6,732 | $45,152-85.1% | $73,836-90.9% | $59,633-88.7% |
| Participation rate | 62.1% | 64.0%-1.9pp | 73.4%-11.3pp | 68.7%-6.5pp |
| Annual return | -4.37% | 27.40%-31.8pp | 2268.06%-2272.4pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $632 | $1,901-66.8% | $2,787-77.3% | $2,203-71.3% |
| Participant deferral / active EE | $982 | $2,573-61.8% | $3,583-72.6% | $3,192-69.2% |
| Admin fee / account holder | $381 | $3,515-89.2% | $4,882-92.2% | $4,297-91.1% |