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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 | $5,764 | $109,863-94.8% | $98,477-94.1% | $167,518-96.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 3.12% | 1958.09%-1955.0pp | 1493.59%-1490.5pp | 478.71%-475.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,641 | $4,673+42.1% | $4,276+55.3% | $6,342+4.7% |
| Admin fee / account holder | $9,199 | $6,755+36.2% | $5,951+54.6% | $12,312-25.3% |