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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 | $162,529-98.7% | $130,788-98.3% | $154,746-98.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 6.94% | 510.48%-503.5pp | 386.44%-379.5pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,204 | $4,447-72.9% | $3,558-66.2% | $4,379-72.5% |
| Participant deferral / active EE | $2,407 | $4,808-50.0% | $4,137-41.8% | $6,730-64.2% |
| Admin fee / account holder | $47,567 | $7,669+520.2% | $6,673+612.9% | $14,365+231.1% |