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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 | $857 | $72,071-98.8% | $68,368-98.7% | $137,256-99.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 12.43% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $786 | $2,788-71.8% | $2,649-70.3% | $4,156-81.1% |
| Participant deferral / active EE | $1,376 | $4,410-68.8% | $4,123-66.6% | $6,407-78.5% |
| Admin fee / account holder | $1,655 | $5,336-69.0% | $5,150-67.9% | $12,270-86.5% |