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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 | $7,228 | $211,239-96.6% | $178,528-96.0% | $145,877-95.0% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 5.65% | 30.22%-24.6pp | 27.11%-21.5pp | 551.28%-545.6pp |
| Employer contribution / active EE | $851 | $4,570-81.4% | $3,950-78.5% | $4,663-81.8% |
| Participant deferral / active EE | $3,668 | $6,963-47.3% | $6,278-41.6% | $6,691-45.2% |
| Admin fee / account holder | $23,698 | $12,095+95.9% | $10,419+127.4% | $13,402+76.8% |