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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 | $7,548 | $104,106-92.7% | $71,086-89.4% | $135,382-94.4% |
| Participation rate | 69.2% | 65.7%+3.6pp | 54.7%+14.6pp | 82.6%-13.4pp |
| Annual return | -12.52% | 1256.30%-1268.8pp | 650.59%-663.1pp | 519.77%-532.3pp |
| Employer contribution / active EE | $813 | $1,485-45.2% | $1,088-25.2% | $4,779-83.0% |
| Participant deferral / active EE | $2,026 | $2,527-19.8% | $1,874+8.1% | $5,609-63.9% |
| Admin fee / account holder | $324 | $4,142-92.2% | $3,082-89.5% | $10,829-97.0% |