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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 | $12,904 | $45,566-71.7% | $64,105-79.9% | $59,633-78.4% |
| Participation rate | 43.4% | 60.2%-16.8pp | 68.2%-24.8pp | 68.7%-25.3pp |
| Annual return | -3.09% | 4.95%-8.0pp | 791.24%-794.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $328 | $934-64.9% | $1,820-82.0% | $2,203-85.1% |
| Participant deferral / active EE | $1,702 | $2,057-17.2% | $2,822-39.7% | $3,192-46.7% |
| Admin fee / account holder | $737 | $3,268-77.4% | $4,499-83.6% | $4,297-82.8% |