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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 | $3,035 | $114,073-97.3% | $96,161-96.8% | $167,518-98.2% |
| Participation rate | 37.5% | 75.1%-37.6pp | 68.4%-30.9pp | 82.1%-44.6pp |
| Annual return | 1.57% | 189.95%-188.4pp | 192.01%-190.4pp | 478.71%-477.1pp |
| Employer contribution / active EE | $750 | $3,428-78.1% | $2,798-73.2% | $4,838-84.5% |
| Participant deferral / active EE | $1,412 | $5,195-72.8% | $4,349-67.5% | $6,342-77.7% |
| Admin fee / account holder | $57,792 | $6,899+737.7% | $5,538+943.5% | $12,312+369.4% |