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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 | $3,521 | $154,228-97.7% | $145,433-97.6% | $137,256-97.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 10.39% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,162 | $4,804-75.8% | $4,554-74.5% | $4,156-72.0% |
| Participant deferral / active EE | $3,176 | $8,216-61.3% | $7,897-59.8% | $6,407-50.4% |
| Admin fee / account holder | $6,365 | $14,344-55.6% | $13,129-51.5% | $12,270-48.1% |