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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 | $5,351 | $114,093-95.3% | $96,171-94.4% | $167,536-96.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 4.19% | 190.00%-185.8pp | 192.04%-187.9pp | 478.82%-474.6pp |
| Employer contribution / active EE | $707 | $3,429-79.4% | $2,799-74.7% | $4,839-85.4% |
| Participant deferral / active EE | $1,820 | $5,197-65.0% | $4,350-58.2% | $6,342-71.3% |
| Admin fee / account holder | $636 | $6,899-90.8% | $5,538-88.5% | $12,315-94.8% |