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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 | $8,151 | $110,337-92.6% | $102,383-92.0% | $145,877-94.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.18% | 24.83%-16.7pp | 24.94%-16.8pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,714 | $4,216-59.3% | $3,870-55.7% | $4,663-63.2% |
| Participant deferral / active EE | $1,830 | $5,621-67.4% | $5,060-63.8% | $6,691-72.6% |
| Admin fee / account holder | $20,826 | $9,750+113.6% | $8,391+148.2% | $13,402+55.4% |