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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 | $8,497 | $183,539-95.4% | $155,556-94.5% | $145,897-94.2% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 6.42% | 61.31%-54.9pp | 64.84%-58.4pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,129 | $5,315-78.8% | $4,675-75.9% | $4,663-75.8% |
| Participant deferral / active EE | $2,068 | $6,467-68.0% | $5,631-63.3% | $6,689-69.1% |
| Admin fee / account holder | $13,025 | $19,275-32.4% | $15,885-18.0% | $13,390-2.7% |