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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 | $2,159 | $149,040-98.6% | $120,225-98.2% | $137,256-98.4% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 6.94% | 605.68%-598.7pp | 439.23%-432.3pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,204 | $4,350-72.3% | $3,475-65.4% | $4,156-71.0% |
| Participant deferral / active EE | $2,407 | $4,655-48.3% | $3,999-39.8% | $6,407-62.4% |
| Admin fee / account holder | $47,567 | $6,348+649.4% | $5,696+735.1% | $12,270+287.7% |