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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 | $4,646 | $142,354-96.7% | $125,529-96.3% | $155,188-97.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 5.46% | 306.06%-300.6pp | 202.56%-197.1pp | 148.84%-143.4pp |
| Employer contribution / active EE | $3,248 | $3,501-7.2% | $3,058+6.2% | $4,248-23.5% |
| Participant deferral / active EE | $10,452 | $5,491+90.3% | $4,813+117.2% | $6,531+60.0% |
| Admin fee / account holder | $30,047 | $19,392+54.9% | $16,298+84.4% | $14,480+107.5% |