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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 | $5,590 | $103,000-94.6% | $90,300-93.8% | $152,885-96.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 9.71% | 95.19%-85.5pp | 78.11%-68.4pp | 345.39%-335.7pp |
| Employer contribution / active EE | $782 | $3,138-75.1% | $2,854-72.6% | $4,763-83.6% |
| Participant deferral / active EE | $2,117 | $4,281-50.6% | $3,884-45.5% | $5,851-63.8% |
| Admin fee / account holder | $7,693 | $6,173+24.6% | $5,353+43.7% | $11,598-33.7% |