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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 | $160,040-97.9% | $147,096-97.7% | $145,877-97.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 5.95% | 98.49%-92.5pp | 419.75%-413.8pp | 551.28%-545.3pp |
| Employer contribution / active EE | $1,730 | $5,289-67.3% | $4,936-65.0% | $4,663-62.9% |
| Participant deferral / active EE | $4,179 | $8,429-50.4% | $8,071-48.2% | $6,691-37.5% |
| Admin fee / account holder | $22,152 | $15,050+47.2% | $13,005+70.3% | $13,402+65.3% |