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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 | $5,945 | $118,875-95.0% | $96,572-93.8% | $167,553-96.5% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 8.19% | 50.50%-42.3pp | 37.79%-29.6pp | 478.89%-470.7pp |
| Employer contribution / active EE | $1,484 | $3,121-52.5% | $2,357-37.1% | $4,840-69.3% |
| Participant deferral / active EE | $1,742 | $4,617-62.3% | $3,850-54.8% | $6,343-72.5% |
| Admin fee / account holder | $3,109 | $8,070-61.5% | $6,183-49.7% | $12,316-74.8% |