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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 | $1,331 | $29,670-95.5% | $56,054-97.6% | $80,911-98.4% |
| Participation rate | 67.3% | 41.7%+25.6pp | 52.5%+14.8pp | 67.6%-0.3pp |
| Annual return | 1.24% | 35.24%-34.0pp | 1705.95%-1704.7pp | 35.63%-34.4pp |
| Employer contribution / active EE | $245 | $670-63.4% | $1,039-76.4% | $2,756-91.1% |
| Participant deferral / active EE | $249 | $1,227-79.7% | $1,952-87.2% | $4,297-94.2% |
| Admin fee / account holder | $302 | $2,431-87.6% | $2,822-89.3% | $6,935-95.6% |