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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 | $6,750 | $108,882-93.8% | $96,754-93.0% | $154,746-95.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 7.67% | 98.39%-90.7pp | 82.04%-74.4pp | 172.34%-164.7pp |
| Employer contribution / active EE | $1,934 | $3,018-35.9% | $2,679-27.8% | $4,379-55.8% |
| Participant deferral / active EE | $1,051 | $5,323-80.3% | $4,758-77.9% | $6,730-84.4% |
| Admin fee / account holder | $5,419 | $10,200-46.9% | $8,905-39.1% | $14,365-62.3% |