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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 | $5,591 | $32,117-82.6% | $71,086-92.1% | $64,173-91.3% |
| Participation rate | 57.1% | 42.7%+14.4pp | 54.7%+2.5pp | 69.6%-12.4pp |
| Annual return | -10.40% | -5.57%-4.8pp | 650.59%-661.0pp | 7.63%-18.0pp |
| Employer contribution / active EE | $780 | $712+9.6% | $1,088-28.3% | $2,381-67.2% |
| Participant deferral / active EE | $927 | $1,263-26.6% | $1,874-50.6% | $3,470-73.3% |
| Admin fee / account holder | $457 | $2,759-83.4% | $3,082-85.2% | $4,887-90.7% |