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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 | $2,987 | $162,529-98.2% | $130,788-97.7% | $154,746-98.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | -0.56% | 510.48%-511.0pp | 386.44%-387.0pp | 172.34%-172.9pp |
| Employer contribution / active EE | $1,144 | $4,447-74.3% | $3,558-67.8% | $4,379-73.9% |
| Participant deferral / active EE | $1,263 | $4,808-73.7% | $4,137-69.5% | $6,730-81.2% |
| Admin fee / account holder | $3,960 | $7,669-48.4% | $6,673-40.7% | $14,365-72.4% |