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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 | $1,331 | $29,736-95.5% | $56,033-97.6% | $80,935-98.4% |
| Participation rate | 67.3% | 41.7%+25.6pp | 52.5%+14.8pp | 67.7%-0.4pp |
| Annual return | 1.24% | 35.28%-34.0pp | 1711.38%-1710.1pp | 35.66%-34.4pp |
| Employer contribution / active EE | $245 | $671-63.5% | $1,041-76.4% | $2,757-91.1% |
| Participant deferral / active EE | $249 | $1,228-79.7% | $1,954-87.3% | $4,299-94.2% |
| Admin fee / account holder | $302 | $2,434-87.6% | $2,827-89.3% | $6,924-95.6% |