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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 | $5,821 | $34,316-83.0% | $74,723-92.2% | $72,976-92.0% |
| Participation rate | 21.9% | 42.4%-20.5pp | 54.5%-32.5pp | 69.5%-47.6pp |
| Annual return | 15.87% | 26.58%-10.7pp | 753.18%-737.3pp | 81.02%-65.1pp |
| Employer contribution / active EE | $333 | $692-51.8% | $1,084-69.2% | $2,440-86.3% |
| Participant deferral / active EE | $423 | $1,272-66.8% | $1,962-78.5% | $3,608-88.3% |
| Admin fee / account holder | $672 | $2,125-68.4% | $3,335-79.9% | $5,124-86.9% |