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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 | $6,933 | $110,379-93.7% | $102,412-93.2% | $145,884-95.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.56% | 24.84%-18.3pp | 24.94%-18.4pp | 551.85%-545.3pp |
| Employer contribution / active EE | $1,993 | $4,216-52.7% | $3,870-48.5% | $4,662-57.3% |
| Participant deferral / active EE | $3,994 | $5,622-28.9% | $5,060-21.1% | $6,690-40.3% |
| Admin fee / account holder | $28,114 | $9,745+188.5% | $8,388+235.2% | $13,392+109.9% |