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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 | $6,514 | $58,234-88.8% | $81,783-92.0% | $80,874-91.9% |
| Participation rate | 48.0% | 63.4%-15.4pp | 72.4%-24.4pp | 67.6%-19.6pp |
| Annual return | 2.84% | 41.70%-38.9pp | 775.05%-772.2pp | 35.62%-32.8pp |
| Employer contribution / active EE | $586 | $2,341-75.0% | $2,913-79.9% | $2,756-78.7% |
| Participant deferral / active EE | $1,073 | $3,283-67.3% | $4,320-75.2% | $4,297-75.0% |
| Admin fee / account holder | $1,410 | $4,982-71.7% | $7,380-80.9% | $6,935-79.7% |