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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 | $4,850 | $90,614-94.6% | $76,089-93.6% | $145,877-96.7% |
| Participation rate | 56.5% | 74.5%-18.0pp | 69.1%-12.6pp | 80.3%-23.8pp |
| Annual return | 4.56% | 623.80%-619.2pp | 360.94%-356.4pp | 551.28%-546.7pp |
| Employer contribution / active EE | $1,280 | $3,324-61.5% | $2,690-52.4% | $4,663-72.5% |
| Participant deferral / active EE | $1,647 | $5,168-68.1% | $4,259-61.3% | $6,691-75.4% |
| Admin fee / account holder | $983 | $8,376-88.3% | $6,418-84.7% | $13,402-92.7% |