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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 | $9,487 | $106,247-91.1% | $96,515-90.2% | $139,466-93.2% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 7.66% | 38.47%-30.8pp | 35.73%-28.1pp | 373.66%-366.0pp |
| Employer contribution / active EE | $1,053 | $4,106-74.3% | $3,740-71.8% | $4,754-77.8% |
| Participant deferral / active EE | $1,601 | $5,456-70.6% | $4,880-67.2% | $6,712-76.1% |
| Admin fee / account holder | $35,998 | $7,885+356.5% | $6,735+434.5% | $11,409+215.5% |