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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 | $3,004 | $180,749-98.3% | $160,784-98.1% | $137,256-97.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 7.08% | 2234.46%-2227.4pp | 1803.92%-1796.8pp | 220.34%-213.3pp |
| Employer contribution / active EE | $817 | $4,155-80.4% | $3,733-78.1% | $4,156-80.4% |
| Participant deferral / active EE | $1,427 | $6,844-79.2% | $6,293-77.3% | $6,407-77.7% |
| Admin fee / account holder | $13,908 | $10,397+33.8% | $9,717+43.1% | $12,270+13.3% |