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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 | $3,658 | $65,434-94.4% | $98,483-96.3% | $85,847-95.7% |
| Participation rate | 64.1% | 65.0%-0.9pp | 73.3%-9.2pp | 69.3%-5.2pp |
| Annual return | 5.77% | 21.75%-16.0pp | 1494.38%-1488.6pp | 318.61%-312.8pp |
| Employer contribution / active EE | $421 | $2,169-80.6% | $2,961-85.8% | $2,565-83.6% |
| Participant deferral / active EE | $1,004 | $3,168-68.3% | $4,276-76.5% | $3,952-74.6% |
| Admin fee / account holder | $615 | $4,595-86.6% | $5,953-89.7% | $6,261-90.2% |