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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 | $8,749 | $185,312-95.3% | $161,489-94.6% | $154,746-94.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 8.12% | 103.84%-95.7pp | 89.72%-81.6pp | 172.34%-164.2pp |
| Employer contribution / active EE | $9,666 | $4,769+102.7% | $4,268+126.5% | $4,379+120.7% |
| Participant deferral / active EE | $15,034 | $6,350+136.8% | $5,630+167.0% | $6,730+123.4% |
| Admin fee / account holder | $735,310 | $18,654+3841.7% | $16,006+4494.1% | $14,365+5018.7% |