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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 | $3,492 | $45,152-92.3% | $73,836-95.3% | $59,633-94.1% |
| Participation rate | 69.0% | 64.0%+4.9pp | 73.4%-4.5pp | 68.7%+0.3pp |
| Annual return | -3.93% | 27.40%-31.3pp | 2268.06%-2272.0pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $408 | $1,901-78.5% | $2,787-85.3% | $2,203-81.5% |
| Participant deferral / active EE | $1,827 | $2,573-29.0% | $3,583-49.0% | $3,192-42.8% |
| Admin fee / account holder | $803 | $3,515-77.2% | $4,882-83.6% | $4,297-81.3% |