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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 | $14,211 | $202,440-93.0% | $169,390-91.6% | $139,466-89.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 6.79% | 532.36%-525.6pp | 406.07%-399.3pp | 373.66%-366.9pp |
| Employer contribution / active EE | $1,138 | $4,693-75.8% | $4,013-71.7% | $4,754-76.1% |
| Participant deferral / active EE | $2,275 | $6,940-67.2% | $6,222-63.4% | $6,712-66.1% |
| Admin fee / account holder | $122,961 | $10,722+1046.8% | $9,015+1264.0% | $11,409+977.8% |