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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 | $17,250 | $232,540-92.6% | $185,117-90.7% | $147,586-88.3% |
| Participation rate | 42.9% | 82.4%-39.5pp | 77.3%-34.4pp | 82.8%-40.0pp |
| Annual return | 6.46% | 43.03%-36.6pp | 40.50%-34.0pp | 578.59%-572.1pp |
| Employer contribution / active EE | $1,372 | $5,195-73.6% | $4,182-67.2% | $4,876-71.9% |
| Participant deferral / active EE | $1,372 | $5,834-76.5% | $5,045-72.8% | $5,439-74.8% |
| Admin fee / account holder | $30,925 | $10,275+201.0% | $8,159+279.0% | $10,886+184.1% |