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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 | $10,531 | $150,446-93.0% | $136,297-92.3% | $147,585-92.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 8.18% | 1049.14%-1041.0pp | 5156.19%-5148.0pp | 578.58%-570.4pp |
| Employer contribution / active EE | $959 | $5,256-81.8% | $4,696-79.6% | $4,876-80.3% |
| Participant deferral / active EE | $3,228 | $6,631-51.3% | $6,247-48.3% | $5,439-40.7% |
| Admin fee / account holder | $6,586 | $10,906-39.6% | $9,244-28.8% | $10,886-39.5% |