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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 | $491 | $174,379-99.7% | $152,093-99.7% | $138,895-99.6% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 10.53% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,217 | $4,652-52.3% | $4,175-46.9% | $4,194-47.1% |
| Participant deferral / active EE | $7,198 | $6,159+16.9% | $5,451+32.0% | $6,396+12.5% |
| Admin fee / account holder | $428,033 | $16,880+2435.7% | $14,497+2852.6% | $12,562+3307.3% |