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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 | $7,175 | $157,296-95.4% | $141,191-94.9% | $152,897-95.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 14.46% | 64.34%-49.9pp | 71.41%-56.9pp | 345.43%-331.0pp |
| Employer contribution / active EE | $1,317 | $5,262-75.0% | $4,736-72.2% | $4,764-72.4% |
| Participant deferral / active EE | $3,989 | $7,111-43.9% | $6,710-40.5% | $5,851-31.8% |
| Admin fee / account holder | $1,709 | $12,125-85.9% | $10,264-83.3% | $11,599-85.3% |