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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 | $12,207 | $175,231-93.0% | $149,696-91.8% | $139,466-91.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 8.30% | 166.77%-158.5pp | 134.46%-126.2pp | 373.66%-365.4pp |
| Employer contribution / active EE | $2,038 | $5,478-62.8% | $4,821-57.7% | $4,754-57.1% |
| Participant deferral / active EE | $4,422 | $6,521-32.2% | $5,682-22.2% | $6,712-34.1% |
| Admin fee / account holder | $5,000 | $16,155-69.0% | $13,212-62.2% | $11,409-56.2% |