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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 | $6,768 | $45,566-85.1% | $64,105-89.4% | $59,633-88.7% |
| Participation rate | 40.0% | 60.2%-20.2pp | 68.2%-28.2pp | 68.7%-28.7pp |
| Annual return | -4.24% | 4.95%-9.2pp | 791.24%-795.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $1,191 | $934+27.5% | $1,820-34.6% | $2,203-45.9% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $455 | $3,268-86.1% | $4,499-89.9% | $4,297-89.4% |