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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 | $3,444 | $180,749-98.1% | $160,784-97.9% | $137,256-97.5% |
| Participation rate | 14.3% | 80.0%-65.7pp | 77.0%-62.7pp | 80.0%-65.7pp |
| Annual return | 6.59% | 2234.46%-2227.9pp | 1803.92%-1797.3pp | 220.34%-213.8pp |
| Employer contribution / active EE | $1,366 | $4,155-67.1% | $3,733-63.4% | $4,156-67.1% |
| Participant deferral / active EE | $1,339 | $6,844-80.4% | $6,293-78.7% | $6,407-79.1% |
| Admin fee / account holder | $404,684 | $10,397+3792.4% | $9,717+4064.7% | $12,270+3198.1% |