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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 | $4,790 | $126,519-96.2% | $106,201-95.5% | $145,959-96.7% |
| Participation rate | 27.3% | 77.7%-50.4pp | 75.3%-48.0pp | 80.3%-53.0pp |
| Annual return | 6.38% | 225.10%-218.7pp | 116.26%-109.9pp | 561.95%-555.6pp |
| Employer contribution / active EE | $1,836 | $3,726-50.7% | $3,170-42.1% | $4,661-60.6% |
| Participant deferral / active EE | $2,895 | $5,716-49.4% | $5,012-42.2% | $6,689-56.7% |
| Admin fee / account holder | $58,815 | $17,312+239.7% | $11,039+432.8% | $13,398+339.0% |