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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 | $6,940 | $45,566-84.8% | $64,105-89.2% | $59,633-88.4% |
| Participation rate | 54.8% | 60.2%-5.3pp | 68.2%-13.3pp | 68.7%-13.8pp |
| Annual return | -6.12% | 4.95%-11.1pp | 791.24%-797.4pp | 2041.45%-2047.6pp |
| Employer contribution / active EE | $494 | $934-47.1% | $1,820-72.9% | $2,203-77.6% |
| Participant deferral / active EE | $925 | $2,057-55.0% | $2,822-67.2% | $3,192-71.0% |
| Admin fee / account holder | $709 | $3,268-78.3% | $4,499-84.2% | $4,297-83.5% |