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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 | $132,634-96.5% | $115,768-96.0% | $137,256-96.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 5.46% | 160.70%-155.2pp | 100.46%-95.0pp | 220.34%-214.9pp |
| Employer contribution / active EE | $3,248 | $3,360-3.3% | $2,940+10.5% | $4,156-21.8% |
| Participant deferral / active EE | $10,452 | $5,619+86.0% | $4,917+112.6% | $6,407+63.1% |
| Admin fee / account holder | $30,047 | $15,028+99.9% | $12,439+141.5% | $12,270+144.9% |