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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 | $6,910 | $162,136-95.7% | $152,301-95.5% | $154,746-95.5% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 5.18% | 91.02%-85.8pp | 80.50%-75.3pp | 172.34%-167.2pp |
| Employer contribution / active EE | $1,340 | $4,890-72.6% | $4,624-71.0% | $4,379-69.4% |
| Participant deferral / active EE | $2,686 | $8,341-67.8% | $8,004-66.4% | $6,730-60.1% |
| Admin fee / account holder | $30,292 | $15,759+92.2% | $14,398+110.4% | $14,365+110.9% |