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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 | $1,850 | $139,948-98.7% | $121,663-98.5% | $154,746-98.8% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 6.25% | 230.52%-224.3pp | 147.54%-141.3pp | 172.34%-166.1pp |
| Employer contribution / active EE | $5,794 | $3,521+64.6% | $3,020+91.9% | $4,379+32.3% |
| Participant deferral / active EE | $10,271 | $5,629+82.5% | $4,887+110.2% | $6,730+52.6% |
| Admin fee / account holder | $481,701 | $17,321+2681.0% | $14,289+3271.1% | $14,365+3253.2% |