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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 | $2,075 | $58,275-96.4% | $81,844-97.5% | $80,935-97.4% |
| Participation rate | 18.4% | 63.5%-45.0pp | 72.4%-54.0pp | 67.7%-49.2pp |
| Annual return | 5.31% | 41.82%-36.5pp | 778.87%-773.6pp | 35.66%-30.3pp |
| Employer contribution / active EE | $703 | $2,346-70.0% | $2,916-75.9% | $2,757-74.5% |
| Participant deferral / active EE | $1,531 | $3,285-53.4% | $4,323-64.6% | $4,299-64.4% |
| Admin fee / account holder | $646 | $4,749-86.4% | $7,355-91.2% | $6,924-90.7% |