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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 | $21,852 | $202,342-89.2% | $172,752-87.4% | $152,897-85.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 10.71% | 1029.83%-1019.1pp | 802.97%-792.3pp | 345.43%-334.7pp |
| Employer contribution / active EE | $1,856 | $5,858-68.3% | $5,144-63.9% | $4,764-61.0% |
| Participant deferral / active EE | $3,029 | $5,948-49.1% | $5,198-41.7% | $5,851-48.2% |
| Admin fee / account holder | $77,763 | $17,111+354.5% | $13,955+457.2% | $11,599+570.4% |