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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 | $5,973 | $174,379-96.6% | $152,093-96.1% | $138,895-95.7% |
| Participation rate | 6.7% | 81.6%-75.0pp | 77.8%-71.1pp | 79.9%-73.3pp |
| Annual return | 1.53% | 74.86%-73.3pp | 66.36%-64.8pp | 145.39%-143.9pp |
| Employer contribution / active EE | $2,004 | $4,652-56.9% | $4,175-52.0% | $4,194-52.2% |
| Participant deferral / active EE | $2,234 | $6,159-63.7% | $5,451-59.0% | $6,396-65.1% |
| Admin fee / account holder | $822,856 | $16,880+4774.7% | $14,497+5576.2% | $12,562+6450.3% |