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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 | $985 | $76,608-98.7% | $56,077-98.2% | $145,877-99.3% |
| Participation rate | 35.3% | 63.2%-27.9pp | 52.5%-17.2pp | 80.3%-45.0pp |
| Annual return | 2.51% | 3009.59%-3007.1pp | 1709.28%-1706.8pp | 551.28%-548.8pp |
| Employer contribution / active EE | $135 | $1,382-90.2% | $1,040-87.0% | $4,663-97.1% |
| Participant deferral / active EE | $340 | $2,624-87.0% | $1,954-82.6% | $6,691-94.9% |
| Admin fee / account holder | $2,674 | $3,325-19.6% | $2,825-5.3% | $13,402-80.0% |