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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 | $5,342 | $65,575-91.9% | $86,209-93.8% | $75,181-92.9% |
| Participation rate | 19.4% | 60.5%-41.1pp | 69.0%-49.6pp | 67.2%-47.8pp |
| Annual return | 10.78% | 46.07%-35.3pp | 1169.05%-1158.3pp | 160.69%-149.9pp |
| Employer contribution / active EE | $903 | $1,553-41.8% | $2,381-62.1% | $2,671-66.2% |
| Participant deferral / active EE | $2,765 | $3,023-8.5% | $3,986-30.6% | $4,126-33.0% |
| Admin fee / account holder | $65,847 | $5,470+1103.8% | $6,853+860.9% | $5,650+1065.5% |