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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 | $4,893 | $106,008-95.4% | $92,240-94.7% | $147,586-96.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 6.05% | 50.05%-44.0pp | 176.29%-170.2pp | 578.59%-572.5pp |
| Employer contribution / active EE | $1,028 | $4,333-76.3% | $3,680-72.1% | $4,876-78.9% |
| Participant deferral / active EE | $1,309 | $4,478-70.8% | $3,897-66.4% | $5,439-75.9% |
| Admin fee / account holder | $76,781 | $6,333+1112.4% | $5,194+1378.2% | $10,886+605.3% |