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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 | $6,474 | $108,882-94.1% | $96,754-93.3% | $154,746-95.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 6.62% | 98.39%-91.8pp | 82.04%-75.4pp | 172.34%-165.7pp |
| Employer contribution / active EE | $995 | $3,018-67.0% | $2,679-62.9% | $4,379-77.3% |
| Participant deferral / active EE | $1,103 | $5,323-79.3% | $4,758-76.8% | $6,730-83.6% |
| Admin fee / account holder | $3,748 | $10,200-63.3% | $8,905-57.9% | $14,365-73.9% |