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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 | $3,320 | $159,934-97.9% | $147,005-97.7% | $145,959-97.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 5.95% | 98.24%-92.3pp | 418.76%-412.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $1,730 | $5,287-67.3% | $4,934-64.9% | $4,661-62.9% |
| Participant deferral / active EE | $4,179 | $8,427-50.4% | $8,070-48.2% | $6,689-37.5% |
| Admin fee / account holder | $22,152 | $15,053+47.2% | $13,006+70.3% | $13,398+65.3% |