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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 | $6,567 | $96,678-93.2% | $86,640-92.4% | $139,466-95.3% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 7.07% | 106.69%-99.6pp | 592.52%-585.5pp | 373.66%-366.6pp |
| Employer contribution / active EE | $739 | $3,265-77.4% | $3,024-75.6% | $4,754-84.5% |
| Participant deferral / active EE | $847 | $4,837-82.5% | $4,438-80.9% | $6,712-87.4% |
| Admin fee / account holder | $21,763 | $6,410+239.5% | $5,616+287.5% | $11,409+90.8% |