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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 | $2,939 | $58,311-95.0% | $81,882-96.4% | $80,959-96.4% |
| Participation rate | 7.4% | 63.5%-56.1pp | 72.4%-65.0pp | 67.7%-60.3pp |
| Annual return | 9.54% | 41.85%-32.3pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $884 | $2,347-62.3% | $2,916-69.7% | $2,757-67.9% |
| Participant deferral / active EE | $933 | $3,287-71.6% | $4,323-78.4% | $4,300-78.3% |
| Admin fee / account holder | $877 | $4,752-81.5% | $7,360-88.1% | $6,925-87.3% |