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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 | $4,575 | $185,225-97.5% | $142,898-96.8% | $167,536-97.3% |
| Participation rate | 30.0% | 78.5%-48.5pp | 72.0%-42.0pp | 82.1%-52.1pp |
| Annual return | 2.43% | 8558.12%-8555.7pp | 5639.64%-5637.2pp | 478.82%-476.4pp |
| Employer contribution / active EE | $128 | $5,607-97.7% | $4,146-96.9% | $4,839-97.4% |
| Participant deferral / active EE | $294 | $4,496-93.5% | $3,838-92.3% | $6,342-95.4% |
| Admin fee / account holder | $1,035 | $8,032-87.1% | $6,560-84.2% | $12,315-91.6% |