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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 | $3,471 | $96,678-96.4% | $86,640-96.0% | $139,466-97.5% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.2pp | 80.3%-24.8pp |
| Annual return | 8.08% | 106.69%-98.6pp | 592.52%-584.4pp | 373.66%-365.6pp |
| Employer contribution / active EE | $1,294 | $3,265-60.4% | $3,024-57.2% | $4,754-72.8% |
| Participant deferral / active EE | $1,924 | $4,837-60.2% | $4,438-56.7% | $6,712-71.3% |
| Admin fee / account holder | $3,123 | $6,410-51.3% | $5,616-44.4% | $11,409-72.6% |