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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 | $1,973 | $45,566-95.7% | $64,105-96.9% | $59,632-96.7% |
| Participation rate | 61.5% | 60.2%+1.4pp | 68.2%-6.6pp | 68.7%-7.1pp |
| Annual return | -10.98% | 4.95%-15.9pp | 791.24%-802.2pp | 2041.32%-2052.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,409 | $2,057-31.5% | $2,822-50.1% | $3,192-55.9% |
| Admin fee / account holder | $532 | $3,268-83.7% | $4,499-88.2% | $4,297-87.6% |