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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 | $208,088-98.6% | $186,193-98.4% | $154,746-98.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 7.08% | 89.97%-82.9pp | 78.03%-71.0pp | 172.34%-165.3pp |
| Employer contribution / active EE | $817 | $4,340-81.2% | $3,918-79.2% | $4,379-81.4% |
| Participant deferral / active EE | $1,427 | $7,078-79.8% | $6,513-78.1% | $6,730-78.8% |
| Admin fee / account holder | $13,908 | $11,698+18.9% | $11,058+25.8% | $14,365-3.2% |