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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 | $2,611 | $157,304-98.3% | $141,197-98.2% | $152,909-98.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 8.06% | 64.34%-56.3pp | 71.41%-63.3pp | 345.46%-337.4pp |
| Employer contribution / active EE | $3,842 | $5,263-27.0% | $4,736-18.9% | $4,764-19.3% |
| Participant deferral / active EE | $9,811 | $7,111+38.0% | $6,710+46.2% | $5,851+67.7% |
| Admin fee / account holder | $8,161 | $12,126-32.7% | $10,265-20.5% | $11,601-29.7% |