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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 | $5,510 | $156,927-96.5% | $121,169-95.5% | $139,456-96.0% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 7.50% | 1475.85%-1468.3pp | 986.71%-979.2pp | 373.45%-365.9pp |
| Employer contribution / active EE | $763 | $5,542-86.2% | $4,168-81.7% | $4,753-84.0% |
| Participant deferral / active EE | $1,185 | $4,848-75.6% | $4,083-71.0% | $6,711-82.3% |
| Admin fee / account holder | $3,616 | $6,946-47.9% | $5,645-35.9% | $11,407-68.3% |