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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 | $10,363 | $182,442-94.3% | $163,379-93.7% | $138,895-92.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 6.04% | 72.74%-66.7pp | 63.41%-57.4pp | 145.39%-139.4pp |
| Employer contribution / active EE | $3,404 | $4,159-18.2% | $3,752-9.3% | $4,194-18.8% |
| Participant deferral / active EE | $6,696 | $6,817-1.8% | $6,282+6.6% | $6,396+4.7% |
| Admin fee / account holder | $24,867 | $10,396+139.2% | $9,818+153.3% | $12,562+98.0% |