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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 | $6,835 | $30,732-77.8% | $59,496-88.5% | $59,633-88.5% |
| Participation rate | 46.0% | 43.2%+2.8pp | 54.6%-8.6pp | 68.7%-22.7pp |
| Annual return | -10.16% | 4.47%-14.6pp | 182.05%-192.2pp | 2041.45%-2051.6pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,778 | $1,183+134.9% | $1,829+51.9% | $3,192-13.0% |
| Admin fee / account holder | $441 | $2,136-79.4% | $2,232-80.2% | $4,297-89.7% |