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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 | $2,346 | $102,595-97.7% | $94,057-97.5% | $154,746-98.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 1.42% | 583.42%-582.0pp | 480.62%-479.2pp | 172.34%-170.9pp |
| Employer contribution / active EE | $473 | $3,147-85.0% | $2,933-83.9% | $4,379-89.2% |
| Participant deferral / active EE | $1,273 | $5,118-75.1% | $4,709-73.0% | $6,730-81.1% |
| Admin fee / account holder | $12,519 | $7,736+61.8% | $7,244+72.8% | $14,365-12.9% |