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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 | $234,190-98.7% | $180,320-98.3% | $198,609-98.5% |
| Participation rate | 57.1% | 77.1%-20.0pp | 71.5%-14.4pp | 82.4%-25.2pp |
| Annual return | -0.56% | 1057.44%-1058.0pp | 778.54%-779.1pp | 202.70%-203.3pp |
| Employer contribution / active EE | $1,144 | $5,258-78.2% | $4,108-72.1% | $5,055-77.4% |
| Participant deferral / active EE | $1,263 | $4,988-74.7% | $4,304-70.6% | $6,977-81.9% |
| Admin fee / account holder | $3,960 | $12,558-68.5% | $10,000-60.4% | $19,030-79.2% |