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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 | $2,612 | $169,356-98.5% | $129,406-98.0% | $145,897-98.2% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 7.49% | 14418.62%-14411.1pp | 9468.18%-9460.7pp | 552.29%-544.8pp |
| Employer contribution / active EE | $710 | $5,542-87.2% | $4,155-82.9% | $4,663-84.8% |
| Participant deferral / active EE | $1,421 | $4,987-71.5% | $4,167-65.9% | $6,689-78.8% |
| Admin fee / account holder | $1,798 | $9,915-81.9% | $7,689-76.6% | $13,390-86.6% |