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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 | $4,611 | $110,039-95.8% | $97,260-95.3% | $145,884-96.8% |
| Participation rate | 41.2% | 75.9%-34.7pp | 72.7%-31.5pp | 80.3%-39.1pp |
| Annual return | 1.95% | 244.44%-242.5pp | 75.54%-73.6pp | 551.85%-549.9pp |
| Employer contribution / active EE | $823 | $3,074-73.2% | $2,721-69.7% | $4,662-82.3% |
| Participant deferral / active EE | $1,063 | $4,674-77.3% | $4,262-75.1% | $6,690-84.1% |
| Admin fee / account holder | $6,267 | $6,204+1.0% | $5,640+11.1% | $13,392-53.2% |