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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 | $5,337 | $90,530-94.1% | $76,030-93.0% | $145,897-96.3% |
| Participation rate | 55.6% | 74.4%-18.9pp | 69.1%-13.5pp | 80.3%-24.8pp |
| Annual return | 0.38% | 625.08%-624.7pp | 361.54%-361.2pp | 552.29%-551.9pp |
| Employer contribution / active EE | $1,955 | $3,319-41.1% | $2,688-27.3% | $4,663-58.1% |
| Participant deferral / active EE | $4,358 | $5,164-15.6% | $4,257+2.4% | $6,689-34.9% |
| Admin fee / account holder | $6,907 | $8,383-17.6% | $6,421+7.6% | $13,390-48.4% |