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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 | $6,099 | $45,566-86.6% | $64,105-90.5% | $59,633-89.8% |
| Participation rate | 67.9% | 60.2%+7.7pp | 68.2%-0.3pp | 68.7%-0.8pp |
| Annual return | -4.05% | 4.95%-9.0pp | 791.24%-795.3pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $766 | $934-18.0% | $1,820-57.9% | $2,203-65.2% |
| Participant deferral / active EE | $1,927 | $2,057-6.3% | $2,822-31.7% | $3,192-39.6% |
| Admin fee / account holder | $549 | $3,268-83.2% | $4,499-87.8% | $4,297-87.2% |