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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 | $10,467 | $135,956-92.3% | $123,894-91.6% | $273,972-96.2% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 0.45% | 56.63%-56.2pp | 47.52%-47.1pp | 41.46%-41.0pp |
| Employer contribution / active EE | $1,785 | $5,170-65.5% | $4,617-61.3% | $4,869-63.3% |
| Participant deferral / active EE | $9,385 | $6,343+48.0% | $5,984+56.8% | $5,287+77.5% |
| Admin fee / account holder | $15,109 | $9,817+53.9% | $8,357+80.8% | $10,133+49.1% |