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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 | $4,849 | $99,009-95.1% | $86,581-94.4% | $147,585-96.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 7.24% | 1312.70%-1305.5pp | 965.06%-957.8pp | 578.58%-571.3pp |
| Employer contribution / active EE | $137 | $3,132-95.6% | $2,840-95.2% | $4,876-97.2% |
| Participant deferral / active EE | $1,436 | $3,972-63.8% | $3,609-60.2% | $5,439-73.6% |
| Admin fee / account holder | $1,487 | $5,709-73.9% | $4,904-69.7% | $10,886-86.3% |