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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 | $4,507 | $99,011-95.4% | $86,582-94.8% | $147,586-96.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 4.68% | 1312.75%-1308.1pp | 965.08%-960.4pp | 578.59%-573.9pp |
| Employer contribution / active EE | $485 | $3,132-84.5% | $2,839-82.9% | $4,876-90.1% |
| Participant deferral / active EE | $526 | $3,972-86.8% | $3,609-85.4% | $5,439-90.3% |
| Admin fee / account holder | $324 | $5,709-94.3% | $4,904-93.4% | $10,886-97.0% |