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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 | $2,456 | $30,437-91.9% | $56,033-95.6% | $74,459-96.7% |
| Participation rate | 60.0% | 32.9%+27.1pp | 52.5%+7.5pp | 67.2%-7.2pp |
| Annual return | 6.59% | 24.96%-18.4pp | 1711.38%-1704.8pp | 1369.70%-1363.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $644 | $1,176-45.2% | $1,954-67.0% | $4,350-85.2% |
| Admin fee / account holder | $533 | $2,363-77.5% | $2,827-81.2% | $1,945-72.6% |