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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 | $2,873 | $88,815-96.8% | $81,882-96.5% | $145,897-98.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.13% | 1033.75%-1024.6pp | 779.47%-770.3pp | 552.29%-543.2pp |
| Employer contribution / active EE | $708 | $3,086-77.1% | $2,916-75.7% | $4,663-84.8% |
| Participant deferral / active EE | $746 | $4,647-84.0% | $4,323-82.8% | $6,689-88.9% |
| Admin fee / account holder | $844 | $8,434-90.0% | $7,360-88.5% | $13,390-93.7% |