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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 | $3,698 | $32,117-88.5% | $71,089-94.8% | $64,173-94.2% |
| Participation rate | 31.3% | 42.7%-11.4pp | 54.6%-23.4pp | 69.6%-38.3pp |
| Annual return | -15.91% | -5.57%-10.3pp | 650.65%-666.6pp | 7.63%-23.5pp |
| Employer contribution / active EE | $304 | $712-57.4% | $1,088-72.1% | $2,381-87.3% |
| Participant deferral / active EE | $358 | $1,263-71.7% | $1,873-80.9% | $3,470-89.7% |
| Admin fee / account holder | $348 | $2,759-87.4% | $3,082-88.7% | $4,887-92.9% |