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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 | $1,085 | $76,519-98.6% | $56,025-98.1% | $145,897-99.3% |
| Participation rate | 55.0% | 63.2%-8.2pp | 52.5%+2.5pp | 80.3%-25.3pp |
| Annual return | 0.54% | 3017.03%-3016.5pp | 1712.69%-1712.1pp | 552.29%-551.8pp |
| Employer contribution / active EE | $51 | $1,383-96.3% | $1,042-95.1% | $4,663-98.9% |
| Participant deferral / active EE | $256 | $2,624-90.2% | $1,955-86.9% | $6,689-96.2% |
| Admin fee / account holder | $2,151 | $3,331-35.4% | $2,828-24.0% | $13,390-83.9% |