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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 | $154,228-100.0% | $145,433-100.0% | $137,256-100.0% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 7.91% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,177 | $4,804-75.5% | $4,554-74.1% | $4,156-71.7% |
| Participant deferral / active EE | $4,005 | $8,216-51.3% | $7,897-49.3% | $6,407-37.5% |
| Admin fee / account holder | $454,106 | $14,344+3065.9% | $13,129+3358.8% | $12,270+3600.9% |