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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 | $2,382 | $32,117-92.6% | $71,086-96.6% | $64,173-96.3% |
| Participation rate | 46.0% | 42.7%+3.3pp | 54.7%-8.7pp | 69.6%-23.6pp |
| Annual return | -17.38% | -5.57%-11.8pp | 650.59%-668.0pp | 7.63%-25.0pp |
| Employer contribution / active EE | $127 | $712-82.2% | $1,088-88.4% | $2,381-94.7% |
| Participant deferral / active EE | $537 | $1,263-57.5% | $1,874-71.3% | $3,470-84.5% |
| Admin fee / account holder | $350 | $2,759-87.3% | $3,082-88.6% | $4,887-92.8% |