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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 | $879 | $202,440-99.6% | $169,390-99.5% | $139,466-99.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 5.66% | 532.36%-526.7pp | 406.07%-400.4pp | 373.66%-368.0pp |
| Employer contribution / active EE | $1,663 | $4,693-64.6% | $4,013-58.6% | $4,754-65.0% |
| Participant deferral / active EE | $2,604 | $6,940-62.5% | $6,222-58.2% | $6,712-61.2% |
| Admin fee / account holder | $38,231 | $10,722+256.6% | $9,015+324.1% | $11,409+235.1% |