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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 | $213,785-96.2% | $185,441-95.6% | $155,188-94.8% |
| Participation rate | 46.7% | 83.2%-36.6pp | 80.3%-33.6pp | 80.8%-34.1pp |
| Annual return | 3.52% | 19.97%-16.4pp | 20.16%-16.6pp | 148.84%-145.3pp |
| Employer contribution / active EE | $1,552 | $5,393-71.2% | $4,672-66.8% | $4,248-63.5% |
| Participant deferral / active EE | $4,157 | $6,864-39.4% | $6,152-32.4% | $6,531-36.3% |
| Admin fee / account holder | $501,744 | $21,134+2274.1% | $17,890+2704.6% | $14,480+3365.1% |