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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 | $1,686 | $232,540-99.3% | $185,117-99.1% | $147,586-98.9% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 4.86% | 43.03%-38.2pp | 40.50%-35.6pp | 578.59%-573.7pp |
| Employer contribution / active EE | $1,004 | $5,195-80.7% | $4,182-76.0% | $4,876-79.4% |
| Participant deferral / active EE | $1,189 | $5,834-79.6% | $5,045-76.4% | $5,439-78.1% |
| Admin fee / account holder | $2,184 | $10,275-78.7% | $8,159-73.2% | $10,886-79.9% |