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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 | $9,061 | $100,895-91.0% | $90,430-90.0% | $158,950-94.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 3.87% | 1725.54%-1721.7pp | 1293.73%-1289.9pp | 302.91%-299.0pp |
| Employer contribution / active EE | $1,177 | $3,689-68.1% | $3,262-63.9% | $4,762-75.3% |
| Participant deferral / active EE | $7,982 | $4,347+83.6% | $3,963+101.4% | $5,983+33.4% |
| Admin fee / account holder | $521 | $6,505-92.0% | $5,613-90.7% | $11,248-95.4% |