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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 | $58,311-88.8% | $81,882-92.0% | $80,959-92.0% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.4%-24.4pp | 67.7%-19.7pp |
| Annual return | 2.84% | 41.85%-39.0pp | 779.47%-776.6pp | 35.67%-32.8pp |
| Employer contribution / active EE | $586 | $2,347-75.0% | $2,916-79.9% | $2,757-78.7% |
| Participant deferral / active EE | $1,073 | $3,287-67.4% | $4,323-75.2% | $4,300-75.1% |
| Admin fee / account holder | $1,410 | $4,752-70.3% | $7,360-80.8% | $6,925-79.6% |