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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 | $7,407 | $58,391-87.3% | $76,667-90.3% | $72,976-89.8% |
| Participation rate | 61.5% | 67.4%-5.9pp | 72.1%-10.6pp | 69.5%-8.0pp |
| Annual return | 10.31% | 2306.65%-2296.3pp | 1166.74%-1156.4pp | 81.02%-70.7pp |
| Employer contribution / active EE | $1,057 | $1,787-40.9% | $2,303-54.1% | $2,440-56.7% |
| Participant deferral / active EE | $1,654 | $2,690-38.5% | $3,336-50.4% | $3,608-54.2% |
| Admin fee / account holder | $2,327 | $4,014-42.0% | $6,423-63.8% | $5,124-54.6% |