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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 | $8,398 | $99,009-91.5% | $86,581-90.3% | $147,585-94.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 6.80% | 1312.70%-1305.9pp | 965.06%-958.3pp | 578.58%-571.8pp |
| Employer contribution / active EE | $3,457 | $3,132+10.4% | $2,840+21.7% | $4,876-29.1% |
| Participant deferral / active EE | $2,168 | $3,972-45.4% | $3,609-39.9% | $5,439-60.1% |
| Admin fee / account holder | $25,629 | $5,709+348.9% | $4,904+422.6% | $10,886+135.4% |