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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 | $88,710-96.6% | $81,783-96.3% | $145,959-97.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 4.46% | 1027.26%-1022.8pp | 775.05%-770.6pp | 561.95%-557.5pp |
| Employer contribution / active EE | $2,192 | $3,083-28.9% | $2,913-24.8% | $4,661-53.0% |
| Participant deferral / active EE | $3,451 | $4,645-25.7% | $4,320-20.1% | $6,689-48.4% |
| Admin fee / account holder | $31,565 | $8,407+275.4% | $7,380+327.7% | $13,398+135.6% |