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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 | $347 | $76,608-99.5% | $56,077-99.4% | $145,877-99.8% |
| Participation rate | 58.8% | 63.2%-4.4pp | 52.5%+6.3pp | 80.3%-21.5pp |
| Annual return | -7.14% | 3009.59%-3016.7pp | 1709.28%-1716.4pp | 551.28%-558.4pp |
| Employer contribution / active EE | $602 | $1,382-56.4% | $1,040-42.1% | $4,663-87.1% |
| Participant deferral / active EE | $738 | $2,624-71.9% | $1,954-62.2% | $6,691-89.0% |
| Admin fee / account holder | $1,163 | $3,325-65.0% | $2,825-58.8% | $13,402-91.3% |