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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 | $8,909 | $180,749-95.1% | $160,784-94.5% | $137,256-93.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 6.21% | 2234.46%-2228.3pp | 1803.92%-1797.7pp | 220.34%-214.1pp |
| Employer contribution / active EE | $585 | $4,155-85.9% | $3,733-84.3% | $4,156-85.9% |
| Participant deferral / active EE | $3,250 | $6,844-52.5% | $6,293-48.4% | $6,407-49.3% |
| Admin fee / account holder | $24,033 | $10,397+131.2% | $9,717+147.3% | $12,270+95.9% |