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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 | $3,052 | $88,778-96.6% | $81,844-96.3% | $145,884-97.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 4.46% | 1033.03%-1028.6pp | 778.87%-774.4pp | 551.85%-547.4pp |
| Employer contribution / active EE | $2,192 | $3,087-29.0% | $2,916-24.9% | $4,662-53.0% |
| Participant deferral / active EE | $3,451 | $4,648-25.8% | $4,323-20.2% | $6,690-48.4% |
| Admin fee / account holder | $31,565 | $8,430+274.4% | $7,355+329.1% | $13,392+135.7% |