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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 | $4,531 | $32,117-85.9% | $71,089-93.6% | $64,173-92.9% |
| Participation rate | 67.6% | 42.7%+24.9pp | 54.6%+13.0pp | 69.6%-1.9pp |
| Annual return | -17.36% | -5.57%-11.8pp | 650.65%-668.0pp | 7.63%-25.0pp |
| Employer contribution / active EE | $510 | $712-28.3% | $1,088-53.1% | $2,381-78.6% |
| Participant deferral / active EE | $1,619 | $1,263+28.2% | $1,873-13.6% | $3,470-53.4% |
| Admin fee / account holder | $330 | $2,759-88.1% | $3,082-89.3% | $4,887-93.3% |