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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 | $1,862 | $95,915-98.1% | $79,580-97.7% | $134,532-98.6% |
| Participation rate | 64.3% | 75.0%-10.8pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -26.34% | -2.71%-23.6pp | 0.15%-26.5pp | 418.27%-444.6pp |
| Employer contribution / active EE | $570 | $3,129-81.8% | $2,413-76.4% | $4,741-88.0% |
| Participant deferral / active EE | $1,429 | $4,693-69.6% | $3,985-64.1% | $6,401-77.7% |
| Admin fee / account holder | $706 | $9,132-92.3% | $6,835-89.7% | $11,429-93.8% |