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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 | $7,634 | $102,635-92.6% | $86,209-91.1% | $139,456-94.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 2.52% | 1923.53%-1921.0pp | 1169.05%-1166.5pp | 373.45%-370.9pp |
| Employer contribution / active EE | $1,362 | $3,034-55.1% | $2,381-42.8% | $4,753-71.3% |
| Participant deferral / active EE | $1,462 | $4,677-68.7% | $3,986-63.3% | $6,711-78.2% |
| Admin fee / account holder | $1,761 | $8,661-79.7% | $6,853-74.3% | $11,407-84.6% |