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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 | $6,939 | $154,228-95.5% | $145,433-95.2% | $137,256-94.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.17% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,382 | $4,804-71.2% | $4,554-69.6% | $4,156-66.7% |
| Participant deferral / active EE | $3,417 | $8,216-58.4% | $7,897-56.7% | $6,407-46.7% |
| Admin fee / account holder | $6,600 | $14,344-54.0% | $13,129-49.7% | $12,270-46.2% |