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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 | $1,194 | $29,736-96.0% | $56,033-97.9% | $80,935-98.5% |
| Participation rate | 61.8% | 41.7%+20.1pp | 52.5%+9.3pp | 67.7%-5.9pp |
| Annual return | 10.18% | 35.28%-25.1pp | 1711.38%-1701.2pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $776 | $1,228-36.8% | $1,954-60.3% | $4,299-82.0% |
| Admin fee / account holder | $1,030 | $2,434-57.7% | $2,827-63.6% | $6,924-85.1% |