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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 | $4,094 | $55,437-92.6% | $155,534-97.4% | $74,459-94.5% |
| Participation rate | 48.3% | 61.9%-13.6pp | 78.2%-29.9pp | 67.2%-18.9pp |
| Annual return | 9.16% | 269.58%-260.4pp | 64.92%-55.8pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,526 | $2,837-46.2% | $5,630-72.9% | $4,350-64.9% |
| Admin fee / account holder | $4,448 | $1,742+155.3% | $15,900-72.0% | $1,945+128.7% |