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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 | $4,152 | $102,595-96.0% | $94,057-95.6% | $154,746-97.3% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 9.90% | 583.42%-573.5pp | 480.62%-470.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $566 | $3,147-82.0% | $2,933-80.7% | $4,379-87.1% |
| Participant deferral / active EE | $1,295 | $5,118-74.7% | $4,709-72.5% | $6,730-80.8% |
| Admin fee / account holder | $3,376 | $7,736-56.4% | $7,244-53.4% | $14,365-76.5% |