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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 | $8,114 | $125,237-93.5% | $105,608-92.3% | $145,877-94.4% |
| Participation rate | 65.2% | 77.7%-12.4pp | 75.3%-10.1pp | 80.3%-15.1pp |
| Annual return | 7.32% | 225.76%-218.4pp | 116.50%-109.2pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,227 | $3,720-67.0% | $3,167-61.3% | $4,663-73.7% |
| Participant deferral / active EE | $2,080 | $5,711-63.6% | $5,010-58.5% | $6,691-68.9% |
| Admin fee / account holder | $2,401 | $17,287-86.1% | $11,028-78.2% | $13,402-82.1% |