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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 | $11,898 | $75,832-84.3% | $147,618-91.9% | $59,633-80.0% |
| Participation rate | 69.7% | 71.6%-1.9pp | 84.6%-14.9pp | 68.7%+1.0pp |
| Annual return | -2.94% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $695 | $3,485-80.1% | $5,565-87.5% | $2,203-68.5% |
| Participant deferral / active EE | $865 | $3,131-72.4% | $4,895-82.3% | $3,192-72.9% |
| Admin fee / account holder | $876 | $5,986-85.4% | $11,612-92.5% | $4,297-79.6% |