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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 | $7,505 | $103,000-92.7% | $90,300-91.7% | $152,885-95.1% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 0.09% | 95.19%-95.1pp | 78.11%-78.0pp | 345.39%-345.3pp |
| Employer contribution / active EE | $649 | $3,138-79.3% | $2,854-77.2% | $4,763-86.4% |
| Participant deferral / active EE | $1,884 | $4,281-56.0% | $3,884-51.5% | $5,851-67.8% |
| Admin fee / account holder | $769 | $6,173-87.5% | $5,353-85.6% | $11,598-93.4% |