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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 | $6,736 | $30,732-78.1% | $59,496-88.7% | $59,633-88.7% |
| Participation rate | 69.3% | 43.2%+26.1pp | 54.6%+14.8pp | 68.7%+0.7pp |
| Annual return | -6.67% | 4.47%-11.1pp | 182.05%-188.7pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $562 | $631-10.9% | $1,153-51.3% | $2,203-74.5% |
| Participant deferral / active EE | $1,190 | $1,183+0.6% | $1,829-34.9% | $3,192-62.7% |
| Admin fee / account holder | $745 | $2,136-65.1% | $2,232-66.6% | $4,297-82.7% |