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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 | $3,112 | $72,465-95.7% | $67,575-95.4% | $145,884-97.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.06% | 7222.56%-7216.5pp | 3528.98%-3522.9pp | 551.85%-545.8pp |
| Employer contribution / active EE | $527 | $3,074-82.9% | $2,736-80.8% | $4,662-88.7% |
| Participant deferral / active EE | $1,400 | $4,786-70.7% | $4,003-65.0% | $6,690-79.1% |
| Admin fee / account holder | $1,105 | $5,515-80.0% | $3,993-72.3% | $13,392-91.7% |