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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 | $8,125 | $199,109-95.9% | $173,730-95.3% | $154,746-94.7% |
| Participation rate | 46.7% | 82.8%-36.1pp | 79.6%-32.9pp | 80.7%-34.0pp |
| Annual return | 3.52% | 20.02%-16.5pp | 19.96%-16.4pp | 172.34%-168.8pp |
| Employer contribution / active EE | $1,552 | $5,311-70.8% | $4,577-66.1% | $4,379-64.5% |
| Participant deferral / active EE | $4,157 | $7,113-41.5% | $6,326-34.3% | $6,730-38.2% |
| Admin fee / account holder | $501,744 | $20,916+2298.9% | $17,523+2763.3% | $14,365+3392.8% |