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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 | $3,459 | $96,678-96.4% | $86,640-96.0% | $139,466-97.5% |
| Participation rate | 58.8% | 74.4%-15.6pp | 71.7%-12.9pp | 80.3%-21.5pp |
| Annual return | 6.69% | 106.69%-100.0pp | 592.52%-585.8pp | 373.66%-367.0pp |
| Employer contribution / active EE | $1,187 | $3,265-63.6% | $3,024-60.7% | $4,754-75.0% |
| Participant deferral / active EE | $2,013 | $4,837-58.4% | $4,438-54.6% | $6,712-70.0% |
| Admin fee / account holder | $10,167 | $6,410+58.6% | $5,616+81.0% | $11,409-10.9% |