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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 | $58,258-95.0% | $81,820-96.4% | $80,925-96.4% |
| Participation rate | 7.4% | 63.5%-56.1pp | 72.4%-65.0pp | 67.7%-60.3pp |
| Annual return | 9.54% | 41.76%-32.2pp | 777.93%-768.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $884 | $2,345-62.3% | $2,915-69.7% | $2,756-67.9% |
| Participant deferral / active EE | $933 | $3,284-71.6% | $4,323-78.4% | $4,299-78.3% |
| Admin fee / account holder | $877 | $4,976-82.4% | $7,391-88.1% | $6,940-87.4% |