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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 | $8,174 | $99,031-91.7% | $86,597-90.6% | $147,585-94.5% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 2.99% | 1312.56%-1309.6pp | 964.96%-962.0pp | 578.57%-575.6pp |
| Employer contribution / active EE | $555 | $3,132-82.3% | $2,840-80.5% | $4,876-88.6% |
| Participant deferral / active EE | $764 | $3,972-80.8% | $3,609-78.8% | $5,439-85.9% |
| Admin fee / account holder | $524 | $5,711-90.8% | $4,906-89.3% | $10,885-95.2% |