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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 | $90,530-94.6% | $76,030-93.6% | $145,897-96.7% |
| Participation rate | 56.5% | 74.4%-17.9pp | 69.1%-12.5pp | 80.3%-23.8pp |
| Annual return | 4.56% | 625.08%-620.5pp | 361.54%-357.0pp | 552.29%-547.7pp |
| Employer contribution / active EE | $1,280 | $3,319-61.4% | $2,688-52.4% | $4,663-72.5% |
| Participant deferral / active EE | $1,647 | $5,164-68.1% | $4,257-61.3% | $6,689-75.4% |
| Admin fee / account holder | $983 | $8,383-88.3% | $6,421-84.7% | $13,390-92.7% |