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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 | $5,122 | $96,678-94.7% | $86,640-94.1% | $139,466-96.3% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 9.93% | 106.69%-96.8pp | 592.52%-582.6pp | 373.66%-363.7pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,459 | $4,837-49.2% | $4,438-44.6% | $6,712-63.4% |
| Admin fee / account holder | $1,145 | $6,410-82.1% | $5,616-79.6% | $11,409-90.0% |