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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 | $8,140 | $172,111-95.3% | $150,298-94.6% | $137,256-94.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 5.76% | 69.37%-63.6pp | 62.79%-57.0pp | 220.34%-214.6pp |
| Employer contribution / active EE | $9,389 | $4,636+102.5% | $4,154+126.0% | $4,156+125.9% |
| Participant deferral / active EE | $5,677 | $6,166-7.9% | $5,453+4.1% | $6,407-11.4% |
| Admin fee / account holder | $644,266 | $16,471+3811.5% | $14,116+4464.2% | $12,270+5150.7% |