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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 | $7,633 | $174,379-95.6% | $152,093-95.0% | $138,895-94.5% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 10.78% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $959 | $4,652-79.4% | $4,175-77.0% | $4,194-77.1% |
| Participant deferral / active EE | $1,879 | $6,159-69.5% | $5,451-65.5% | $6,396-70.6% |
| Admin fee / account holder | $3,136 | $16,880-81.4% | $14,497-78.4% | $12,562-75.0% |