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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 | $2,587 | $45,152-94.3% | $73,836-96.5% | $59,633-95.7% |
| Participation rate | 51.2% | 64.0%-12.8pp | 73.4%-22.2pp | 68.7%-17.5pp |
| Annual return | -2.67% | 27.40%-30.1pp | 2268.06%-2270.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $180 | $1,901-90.5% | $2,787-93.5% | $2,203-91.8% |
| Participant deferral / active EE | $823 | $2,573-68.0% | $3,583-77.0% | $3,192-74.2% |
| Admin fee / account holder | $472 | $3,515-86.6% | $4,882-90.3% | $4,297-89.0% |