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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 | $7,569 | $150,412-95.0% | $120,574-93.7% | $145,884-94.8% |
| Participation rate | 44.4% | 78.8%-34.3pp | 71.9%-27.5pp | 80.3%-35.9pp |
| Annual return | 8.01% | 154.50%-146.5pp | 107.42%-99.4pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,643 | $4,355-62.3% | $3,471-52.6% | $4,662-64.8% |
| Participant deferral / active EE | $1,645 | $6,175-73.4% | $4,996-67.1% | $6,690-75.4% |
| Admin fee / account holder | $3,894 | $12,224-68.1% | $9,445-58.8% | $13,392-70.9% |