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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 | $10,724 | $60,119-82.2% | $90,430-88.1% | $79,858-86.6% |
| Participation rate | 69.1% | 65.0%+4.2pp | 72.7%-3.5pp | 69.6%-0.5pp |
| Annual return | 0.15% | 71.94%-71.8pp | 1293.73%-1293.6pp | 31.72%-31.6pp |
| Employer contribution / active EE | $756 | $2,068-63.4% | $3,262-76.8% | $2,471-69.4% |
| Participant deferral / active EE | $1,209 | $2,938-58.8% | $3,963-69.5% | $3,740-67.7% |
| Admin fee / account holder | $767 | $3,976-80.7% | $5,613-86.3% | $5,306-85.5% |