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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 | $9,036 | $99,011-90.9% | $86,582-89.6% | $147,586-93.9% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 8.74% | 1312.75%-1304.0pp | 965.08%-956.3pp | 578.59%-569.9pp |
| Employer contribution / active EE | $296 | $3,132-90.5% | $2,839-89.6% | $4,876-93.9% |
| Participant deferral / active EE | $1,033 | $3,972-74.0% | $3,609-71.4% | $5,439-81.0% |
| Admin fee / account holder | $8,117 | $5,709+42.2% | $4,904+65.5% | $10,886-25.4% |