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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 | $76,634-98.6% | $56,054-98.1% | $145,978-99.3% |
| Participation rate | 55.0% | 63.2%-8.2pp | 52.5%+2.5pp | 80.3%-25.3pp |
| Annual return | 0.54% | 3004.33%-3003.8pp | 1705.95%-1705.4pp | 550.52%-550.0pp |
| Employer contribution / active EE | $51 | $1,380-96.3% | $1,039-95.1% | $4,662-98.9% |
| Participant deferral / active EE | $256 | $2,622-90.2% | $1,952-86.9% | $6,690-96.2% |
| Admin fee / account holder | $2,151 | $3,321-35.2% | $2,822-23.8% | $13,400-83.9% |