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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 | $25,949 | $101,672-74.5% | $147,117-82.4% | $74,478-65.2% |
| Participation rate | 50.9% | 75.5%-24.6pp | 82.2%-31.3pp | 67.2%-16.3pp |
| Annual return | 9.19% | 8757.83%-8748.6pp | 420.54%-411.3pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $1,111 | $3,813-70.9% | $4,932-77.5% | $2,626-57.7% |
| Participant deferral / active EE | $3,480 | $7,305-52.4% | $8,065-56.8% | $4,350-20.0% |
| Admin fee / account holder | $1,094 | $1,753-37.6% | $12,993-91.6% | $1,946-43.8% |