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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 | $3,774 | $100,139-96.2% | $85,187-95.6% | $145,884-97.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 0.72% | 84.15%-83.4pp | 66.67%-65.9pp | 551.85%-551.1pp |
| Employer contribution / active EE | $1,012 | $3,238-68.8% | $2,732-63.0% | $4,662-78.3% |
| Participant deferral / active EE | $1,271 | $5,296-76.0% | $4,525-71.9% | $6,690-81.0% |
| Admin fee / account holder | $676 | $7,262-90.7% | $6,162-89.0% | $13,392-95.0% |