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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 | $7,062 | $73,518-90.4% | $63,003-88.8% | $147,585-95.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 5.55% | 175.46%-169.9pp | 87.59%-82.0pp | 578.56%-573.0pp |
| Employer contribution / active EE | $846 | $3,322-74.5% | $2,760-69.4% | $4,876-82.7% |
| Participant deferral / active EE | $1,625 | $4,183-61.2% | $3,329-51.2% | $5,439-70.1% |
| Admin fee / account holder | $2,832 | $5,952-52.4% | $3,600-21.3% | $10,885-74.0% |