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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 | $8,125 | $45,152-82.0% | $73,836-89.0% | $59,633-86.4% |
| Participation rate | 68.2% | 64.0%+4.2pp | 73.4%-5.3pp | 68.7%-0.5pp |
| Annual return | -9.96% | 27.40%-37.4pp | 2268.06%-2278.0pp | 2041.45%-2051.4pp |
| Employer contribution / active EE | $718 | $1,901-62.2% | $2,787-74.3% | $2,203-67.4% |
| Participant deferral / active EE | $967 | $2,573-62.4% | $3,583-73.0% | $3,192-69.7% |
| Admin fee / account holder | $2,204 | $3,515-37.3% | $4,882-54.9% | $4,297-48.7% |