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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 | $10,953 | $150,446-92.7% | $136,297-92.0% | $147,585-92.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 7.37% | 1049.14%-1041.8pp | 5156.19%-5148.8pp | 578.58%-571.2pp |
| Employer contribution / active EE | $1,182 | $5,256-77.5% | $4,696-74.8% | $4,876-75.8% |
| Participant deferral / active EE | $3,600 | $6,631-45.7% | $6,247-42.4% | $5,439-33.8% |
| Admin fee / account holder | $147,872 | $10,906+1255.9% | $9,244+1499.7% | $10,886+1258.4% |