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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 | $114,013-97.9% | $103,693-97.7% | $155,188-98.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 1.42% | 49.31%-47.9pp | 47.61%-46.2pp | 148.84%-147.4pp |
| Employer contribution / active EE | $473 | $3,131-84.9% | $2,920-83.8% | $4,248-88.9% |
| Participant deferral / active EE | $1,273 | $4,970-74.4% | $4,579-72.2% | $6,531-80.5% |
| Admin fee / account holder | $12,519 | $8,407+48.9% | $7,858+59.3% | $14,480-13.5% |