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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 | $3,559 | $148,629-97.6% | $135,982-97.4% | $139,487-97.4% |
| Participation rate | 11.1% | 83.9%-72.8pp | 81.9%-70.8pp | 80.3%-69.2pp |
| Annual return | 11.55% | 79.33%-67.8pp | 68.32%-56.8pp | 373.84%-362.3pp |
| Employer contribution / active EE | $1,480 | $5,247-71.8% | $4,859-69.5% | $4,755-68.9% |
| Participant deferral / active EE | $6,431 | $8,102-20.6% | $7,760-17.1% | $6,713-4.2% |
| Admin fee / account holder | $36,779 | $12,406+196.4% | $10,767+241.6% | $11,407+222.4% |