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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 | $125,184-96.2% | $105,607-95.5% | $145,884-96.7% |
| Participation rate | 27.3% | 77.6%-50.4pp | 75.3%-48.0pp | 80.3%-53.0pp |
| Annual return | 6.38% | 225.00%-218.6pp | 116.11%-109.7pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,836 | $3,720-50.7% | $3,167-42.0% | $4,662-60.6% |
| Participant deferral / active EE | $2,895 | $5,714-49.3% | $5,011-42.2% | $6,690-56.7% |
| Admin fee / account holder | $58,815 | $17,133+243.3% | $10,958+436.7% | $13,392+339.2% |