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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 | $3,982 | $32,117-87.6% | $71,086-94.4% | $64,173-93.8% |
| Participation rate | 45.5% | 42.7%+2.8pp | 54.7%-9.2pp | 69.6%-24.1pp |
| Annual return | -18.71% | -5.57%-13.1pp | 650.59%-669.3pp | 7.63%-26.3pp |
| Employer contribution / active EE | $322 | $712-54.8% | $1,088-70.4% | $2,381-86.5% |
| Participant deferral / active EE | $1,143 | $1,263-9.5% | $1,874-39.0% | $3,470-67.1% |
| Admin fee / account holder | $911 | $2,759-67.0% | $3,082-70.5% | $4,887-81.4% |