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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 | $4,818 | $85,790-94.4% | $67,313-92.8% | $135,380-96.4% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -23.37% | -0.54%-22.8pp | -4.08%-19.3pp | 519.81%-543.2pp |
| Employer contribution / active EE | $918 | $3,487-73.7% | $2,566-64.2% | $4,779-80.8% |
| Participant deferral / active EE | $1,702 | $4,651-63.4% | $3,568-52.3% | $5,609-69.6% |
| Admin fee / account holder | $792 | $6,392-87.6% | $4,507-82.4% | $10,828-92.7% |