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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 | $4,922 | $57,330-91.4% | $86,656-94.3% | $75,177-93.5% |
| Participation rate | 29.0% | 63.2%-34.2pp | 71.7%-42.7pp | 67.2%-38.2pp |
| Annual return | 12.98% | 2675.40%-2662.4pp | 593.09%-580.1pp | 160.75%-147.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,600 | $3,320-51.8% | $4,439-63.9% | $4,126-61.2% |
| Admin fee / account holder | $5,267 | $4,115+28.0% | $5,619-6.3% | $5,651-6.8% |