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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 | $5,081 | $99,079-94.9% | $78,002-93.5% | $273,972-98.1% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.5%-6.3pp | 83.0%-13.8pp |
| Annual return | 0.29% | 217.93%-217.6pp | 425.99%-425.7pp | 41.46%-41.2pp |
| Employer contribution / active EE | $915 | $3,308-72.3% | $2,470-63.0% | $4,869-81.2% |
| Participant deferral / active EE | $1,377 | $4,306-68.0% | $3,497-60.6% | $5,287-74.0% |
| Admin fee / account holder | $559 | $8,954-93.8% | $5,481-89.8% | $10,133-94.5% |