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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 | $3,281 | $99,011-96.7% | $86,582-96.2% | $147,586-97.8% |
| Participation rate | 42.1% | 76.3%-34.2pp | 73.5%-31.4pp | 82.8%-40.7pp |
| Annual return | 8.73% | 1312.75%-1304.0pp | 965.08%-956.4pp | 578.59%-569.9pp |
| Employer contribution / active EE | $421 | $3,132-86.6% | $2,839-85.2% | $4,876-91.4% |
| Participant deferral / active EE | $1,334 | $3,972-66.4% | $3,609-63.0% | $5,439-75.5% |
| Admin fee / account holder | $1,283 | $5,709-77.5% | $4,904-73.8% | $10,886-88.2% |