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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 | $16,441 | $45,566-63.9% | $64,105-74.4% | $59,633-72.4% |
| Participation rate | 42.9% | 60.2%-17.3pp | 68.2%-25.3pp | 68.7%-25.8pp |
| Annual return | -6.53% | 4.95%-11.5pp | 791.24%-797.8pp | 2041.40%-2047.9pp |
| Employer contribution / active EE | $162 | $934-82.7% | $1,820-91.1% | $2,203-92.7% |
| Participant deferral / active EE | $1,159 | $2,057-43.7% | $2,822-58.9% | $3,192-63.7% |
| Admin fee / account holder | $3,934 | $3,268+20.4% | $4,499-12.6% | $4,297-8.4% |