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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 | $5,247 | $148,623-96.5% | $135,974-96.1% | $139,466-96.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | -0.02% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,320 | $5,246-74.8% | $4,859-72.8% | $4,754-72.2% |
| Participant deferral / active EE | $2,950 | $8,103-63.6% | $7,760-62.0% | $6,712-56.0% |
| Admin fee / account holder | $568 | $12,406-95.4% | $10,767-94.7% | $11,409-95.0% |