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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 | $3,699 | $100,911-96.3% | $90,440-95.9% | $158,966-97.7% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 3.75% | 1726.62%-1722.9pp | 1294.38%-1290.6pp | 302.95%-299.2pp |
| Employer contribution / active EE | $283 | $3,690-92.3% | $3,263-91.3% | $4,762-94.1% |
| Participant deferral / active EE | $798 | $4,348-81.6% | $3,964-79.9% | $5,983-86.7% |
| Admin fee / account holder | $1,075 | $6,507-83.5% | $5,615-80.9% | $11,250-90.4% |