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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 | $7,640 | $183,592-95.8% | $155,574-95.1% | $145,877-94.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 6.08% | 61.37%-55.3pp | 64.87%-58.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $1,065 | $5,317-80.0% | $4,676-77.2% | $4,663-77.2% |
| Participant deferral / active EE | $2,072 | $6,466-68.0% | $5,629-63.2% | $6,691-69.0% |
| Admin fee / account holder | $3,071 | $19,316-84.1% | $15,914-80.7% | $13,402-77.1% |