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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 | $9,914 | $105,856-90.6% | $90,161-89.0% | $147,586-93.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 3.60% | 37.63%-34.0pp | 34.89%-31.3pp | 578.59%-575.0pp |
| Employer contribution / active EE | $877 | $4,126-78.8% | $3,318-73.6% | $4,876-82.0% |
| Participant deferral / active EE | $6,011 | $5,733+4.9% | $5,287+13.7% | $5,439+10.5% |
| Admin fee / account holder | $22,319 | $8,046+177.4% | $5,943+275.5% | $10,886+105.0% |