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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 | $7,880 | $169,361-95.3% | $129,397-93.9% | $145,877-94.6% |
| Participation rate | 43.5% | 76.5%-33.0pp | 69.6%-26.1pp | 80.3%-36.8pp |
| Annual return | 7.41% | 14395.54%-14388.1pp | 9453.98%-9446.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $755 | $5,542-86.4% | $4,154-81.8% | $4,663-83.8% |
| Participant deferral / active EE | $954 | $4,987-80.9% | $4,167-77.1% | $6,691-85.7% |
| Admin fee / account holder | $2,359 | $9,903-76.2% | $7,679-69.3% | $13,402-82.4% |