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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 | $7,223 | $111,785-93.5% | $93,669-92.3% | $145,877-95.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 6.57% | 203.79%-197.2pp | 133.59%-127.0pp | 551.28%-544.7pp |
| Employer contribution / active EE | $2,401 | $3,096-22.4% | $2,424-0.9% | $4,663-48.5% |
| Participant deferral / active EE | $2,739 | $4,919-44.3% | $4,416-38.0% | $6,691-59.1% |
| Admin fee / account holder | $9,170 | $10,256-10.6% | $8,291+10.6% | $13,402-31.6% |