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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 | $9,280 | $100,895-90.8% | $90,430-89.7% | $158,950-94.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 4.35% | 1725.54%-1721.2pp | 1293.73%-1289.4pp | 302.91%-298.6pp |
| Employer contribution / active EE | $1,564 | $3,689-57.6% | $3,262-52.0% | $4,762-67.2% |
| Participant deferral / active EE | $2,097 | $4,347-51.8% | $3,963-47.1% | $5,983-64.9% |
| Admin fee / account holder | $7,526 | $6,505+15.7% | $5,613+34.1% | $11,248-33.1% |