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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 | $3,812 | $102,595-96.3% | $94,057-95.9% | $154,746-97.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 8.75% | 583.42%-574.7pp | 480.62%-471.9pp | 172.34%-163.6pp |
| Employer contribution / active EE | $1,995 | $3,147-36.6% | $2,933-32.0% | $4,379-54.4% |
| Participant deferral / active EE | $5,653 | $5,118+10.4% | $4,709+20.0% | $6,730-16.0% |
| Admin fee / account holder | $129,901 | $7,736+1579.2% | $7,244+1693.1% | $14,365+804.3% |