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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 | $10,097 | $135,956-92.6% | $123,894-91.9% | $273,972-96.3% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 3.66% | 56.63%-53.0pp | 47.52%-43.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,732 | $5,170-66.5% | $4,617-62.5% | $4,869-64.4% |
| Participant deferral / active EE | $6,404 | $6,343+1.0% | $5,984+7.0% | $5,287+21.1% |
| Admin fee / account holder | $70,320 | $9,817+616.3% | $8,357+741.4% | $10,133+594.0% |