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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 | $5,134 | $100,895-94.9% | $90,430-94.3% | $158,950-96.8% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 5.07% | 1725.54%-1720.5pp | 1293.73%-1288.7pp | 302.91%-297.8pp |
| Employer contribution / active EE | $560 | $3,689-84.8% | $3,262-82.8% | $4,762-88.2% |
| Participant deferral / active EE | $922 | $4,347-78.8% | $3,963-76.7% | $5,983-84.6% |
| Admin fee / account holder | $1,097 | $6,505-83.1% | $5,613-80.5% | $11,248-90.3% |