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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 | $5,123 | $96,643-94.7% | $86,617-94.1% | $139,456-96.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 9.86% | 106.57%-96.7pp | 591.91%-582.1pp | 373.45%-363.6pp |
| Employer contribution / active EE | $778 | $3,264-76.2% | $3,023-74.3% | $4,753-83.6% |
| Participant deferral / active EE | $1,502 | $4,835-68.9% | $4,437-66.2% | $6,711-77.6% |
| Admin fee / account holder | $360 | $6,406-94.4% | $5,613-93.6% | $11,407-96.8% |