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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 | $4,855 | $115,810-95.8% | $101,271-95.2% | $158,966-96.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 4.50% | 56.15%-51.7pp | 46.48%-42.0pp | 302.95%-298.4pp |
| Employer contribution / active EE | $2,586 | $4,175-38.1% | $3,660-29.4% | $4,762-45.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $726 | $7,248-90.0% | $5,948-87.8% | $11,250-93.5% |