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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 | $9,052 | $197,603-95.4% | $177,827-94.9% | $158,950-94.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 6.08% | 58.76%-52.7pp | 48.32%-42.2pp | 302.91%-296.8pp |
| Employer contribution / active EE | $2,769 | $6,698-58.7% | $5,918-53.2% | $4,762-41.9% |
| Participant deferral / active EE | $4,590 | $8,404-45.4% | $7,713-40.5% | $5,983-23.3% |
| Admin fee / account holder | $5,390 | $15,402-65.0% | $12,429-56.6% | $11,248-52.1% |