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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 | $6,538 | $148,623-95.6% | $135,974-95.2% | $139,466-95.3% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.6pp | 80.3%-44.0pp |
| Annual return | 10.30% | 79.30%-69.0pp | 68.30%-58.0pp | 373.66%-363.4pp |
| Employer contribution / active EE | $2,257 | $5,246-57.0% | $4,859-53.6% | $4,754-52.5% |
| Participant deferral / active EE | $4,218 | $8,103-47.9% | $7,760-45.6% | $6,712-37.2% |
| Admin fee / account holder | $27,326 | $12,406+120.3% | $10,767+153.8% | $11,409+139.5% |