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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 | $3,612 | $32,117-88.8% | $71,089-94.9% | $64,173-94.4% |
| Participation rate | 41.0% | 42.7%-1.7pp | 54.6%-13.7pp | 69.6%-28.6pp |
| Annual return | -10.87% | -5.57%-5.3pp | 650.65%-661.5pp | 7.63%-18.5pp |
| Employer contribution / active EE | $428 | $712-39.9% | $1,088-60.7% | $2,381-82.0% |
| Participant deferral / active EE | $515 | $1,263-59.2% | $1,873-72.5% | $3,470-85.1% |
| Admin fee / account holder | $736 | $2,759-73.3% | $3,082-76.1% | $4,887-84.9% |