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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 | $7,903 | $160,040-95.1% | $147,096-94.6% | $145,877-94.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 2.96% | 98.49%-95.5pp | 419.75%-416.8pp | 551.28%-548.3pp |
| Employer contribution / active EE | $1,433 | $5,289-72.9% | $4,936-71.0% | $4,663-69.3% |
| Participant deferral / active EE | $3,264 | $8,429-61.3% | $8,071-59.6% | $6,691-51.2% |
| Admin fee / account holder | $35,794 | $15,050+137.8% | $13,005+175.2% | $13,402+167.1% |