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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 | $155,555-97.7% | $146,866-97.6% | $155,188-97.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 10.39% | 115.41%-105.0pp | 102.85%-92.5pp | 148.84%-138.5pp |
| Employer contribution / active EE | $1,162 | $4,647-75.0% | $4,425-73.7% | $4,248-72.6% |
| Participant deferral / active EE | $3,176 | $8,044-60.5% | $7,759-59.1% | $6,531-51.4% |
| Admin fee / account holder | $6,365 | $14,755-56.9% | $13,620-53.3% | $14,480-56.0% |