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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 | $5,333 | $49,177-89.2% | $79,466-93.3% | $64,173-91.7% |
| Participation rate | 68.8% | 65.0%+3.7pp | 73.3%-4.6pp | 69.6%-0.8pp |
| Annual return | -17.41% | -1.16%-16.2pp | 718.28%-735.7pp | 7.63%-25.0pp |
| Employer contribution / active EE | $368 | $2,076-82.3% | $2,800-86.9% | $2,381-84.6% |
| Participant deferral / active EE | $1,280 | $2,821-54.6% | $3,704-65.4% | $3,470-63.1% |
| Admin fee / account holder | $659 | $3,839-82.8% | $5,104-87.1% | $4,887-86.5% |