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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 | $4,764 | $169,356-97.2% | $129,406-96.3% | $145,897-96.7% |
| Participation rate | 31.3% | 76.5%-45.3pp | 69.6%-38.4pp | 80.3%-49.1pp |
| Annual return | 6.45% | 14418.62%-14412.2pp | 9468.18%-9461.7pp | 552.29%-545.8pp |
| Employer contribution / active EE | $527 | $5,542-90.5% | $4,155-87.3% | $4,663-88.7% |
| Participant deferral / active EE | $573 | $4,987-88.5% | $4,167-86.3% | $6,689-91.4% |
| Admin fee / account holder | $1,027 | $9,915-89.6% | $7,689-86.6% | $13,390-92.3% |