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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 | $603 | $67,823-99.1% | $52,425-98.9% | $137,256-99.6% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 1.92% | 219.11%-217.2pp | 302.12%-300.2pp | 220.34%-218.4pp |
| Employer contribution / active EE | $198 | $1,163-83.0% | $914-78.3% | $4,156-95.2% |
| Participant deferral / active EE | $322 | $2,288-85.9% | $1,790-82.0% | $6,407-95.0% |
| Admin fee / account holder | $2,341 | $2,844-17.7% | $2,495-6.2% | $12,270-80.9% |