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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 | $5,329 | $75,962-93.0% | $154,108-96.5% | $64,173-91.7% |
| Participation rate | 21.6% | 70.4%-48.8pp | 83.0%-61.5pp | 69.6%-48.0pp |
| Annual return | -28.01% | 30.32%-58.3pp | 735.21%-763.2pp | 7.63%-35.6pp |
| Employer contribution / active EE | $394 | $3,350-88.2% | $5,298-92.6% | $2,381-83.4% |
| Participant deferral / active EE | $879 | $3,175-72.3% | $5,081-82.7% | $3,470-74.7% |
| Admin fee / account holder | $380 | $5,589-93.2% | $13,411-97.2% | $4,887-92.2% |