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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 | $139,948-96.7% | $121,663-96.2% | $154,746-97.0% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 5.46% | 230.52%-225.1pp | 147.54%-142.1pp | 172.34%-166.9pp |
| Employer contribution / active EE | $3,248 | $3,521-7.8% | $3,020+7.6% | $4,379-25.8% |
| Participant deferral / active EE | $10,452 | $5,629+85.7% | $4,887+113.9% | $6,730+55.3% |
| Admin fee / account holder | $30,047 | $17,321+73.5% | $14,289+110.3% | $14,365+109.2% |