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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 | $2,344 | $103,008-97.7% | $90,304-97.4% | $152,897-98.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 2.17% | 95.22%-93.0pp | 78.13%-76.0pp | 345.43%-343.3pp |
| Employer contribution / active EE | $612 | $3,139-80.5% | $2,855-78.6% | $4,764-87.2% |
| Participant deferral / active EE | $917 | $4,281-78.6% | $3,885-76.4% | $5,851-84.3% |
| Admin fee / account holder | $312 | $6,175-94.9% | $5,354-94.2% | $11,599-97.3% |