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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 | $6,621 | $103,008-93.6% | $90,304-92.7% | $152,897-95.7% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 5.54% | 95.22%-89.7pp | 78.13%-72.6pp | 345.43%-339.9pp |
| Employer contribution / active EE | $861 | $3,139-72.6% | $2,855-69.8% | $4,764-81.9% |
| Participant deferral / active EE | $1,057 | $4,281-75.3% | $3,885-72.8% | $5,851-81.9% |
| Admin fee / account holder | $32,454 | $6,175+425.6% | $5,354+506.2% | $11,599+179.8% |