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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 | $9,106 | $99,011-90.8% | $86,582-89.5% | $147,586-93.8% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 8.73% | 1312.75%-1304.0pp | 965.08%-956.4pp | 578.59%-569.9pp |
| Employer contribution / active EE | $729 | $3,132-76.7% | $2,839-74.3% | $4,876-85.1% |
| Participant deferral / active EE | $1,541 | $3,972-61.2% | $3,609-57.3% | $5,439-71.7% |
| Admin fee / account holder | $6,099 | $5,709+6.8% | $4,904+24.4% | $10,886-44.0% |