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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 | $5,918 | $58,311-89.9% | $81,882-92.8% | $80,959-92.7% |
| Participation rate | 41.9% | 63.5%-21.5pp | 72.4%-30.5pp | 67.7%-25.7pp |
| Annual return | 6.19% | 41.85%-35.7pp | 779.47%-773.3pp | 35.67%-29.5pp |
| Employer contribution / active EE | $308 | $2,347-86.9% | $2,916-89.4% | $2,757-88.8% |
| Participant deferral / active EE | $720 | $3,287-78.1% | $4,323-83.3% | $4,300-83.3% |
| Admin fee / account holder | $2,216 | $4,752-53.4% | $7,360-69.9% | $6,925-68.0% |