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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 | $3,657 | $55,437-93.4% | $155,534-97.6% | $74,459-95.1% |
| Participation rate | 63.4% | 61.9%+1.5pp | 78.2%-14.8pp | 67.2%-3.8pp |
| Annual return | 8.99% | 269.58%-260.6pp | 64.92%-55.9pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,134 | $2,837-60.0% | $5,630-79.9% | $4,350-73.9% |
| Admin fee / account holder | $932 | $1,742-46.5% | $15,900-94.1% | $1,945-52.1% |