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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 | $4,355 | $49,177-91.1% | $79,467-94.5% | $64,173-93.2% |
| Participation rate | 42.3% | 65.0%-22.7pp | 73.3%-31.0pp | 69.6%-27.3pp |
| Annual return | -12.38% | -1.16%-11.2pp | 718.30%-730.7pp | 7.63%-20.0pp |
| Employer contribution / active EE | $399 | $2,076-80.8% | $2,800-85.7% | $2,381-83.2% |
| Participant deferral / active EE | $1,332 | $2,821-52.8% | $3,704-64.0% | $3,470-61.6% |
| Admin fee / account holder | $588 | $3,839-84.7% | $5,104-88.5% | $4,887-88.0% |