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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 | $100,073-96.2% | $85,126-95.6% | $145,877-97.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 0.72% | 84.11%-83.4pp | 66.63%-65.9pp | 551.28%-550.6pp |
| Employer contribution / active EE | $1,012 | $3,236-68.7% | $2,731-63.0% | $4,663-78.3% |
| Participant deferral / active EE | $1,271 | $5,294-76.0% | $4,523-71.9% | $6,691-81.0% |
| Admin fee / account holder | $676 | $7,261-90.7% | $6,160-89.0% | $13,402-95.0% |