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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 | $155,555-95.5% | $146,866-95.3% | $155,188-95.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 8.17% | 115.41%-107.2pp | 102.85%-94.7pp | 148.84%-140.7pp |
| Employer contribution / active EE | $1,382 | $4,647-70.3% | $4,425-68.8% | $4,248-67.5% |
| Participant deferral / active EE | $3,417 | $8,044-57.5% | $7,759-56.0% | $6,531-47.7% |
| Admin fee / account holder | $6,600 | $14,755-55.3% | $13,620-51.5% | $14,480-54.4% |