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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 | $10,352 | $148,582-93.0% | $135,942-92.4% | $139,456-92.6% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 8.66% | 79.26%-70.6pp | 68.28%-59.6pp | 373.45%-364.8pp |
| Employer contribution / active EE | $3,159 | $5,245-39.8% | $4,858-35.0% | $4,753-33.5% |
| Participant deferral / active EE | $6,150 | $8,101-24.1% | $7,759-20.7% | $6,711-8.4% |
| Admin fee / account holder | $40,339 | $12,402+225.3% | $10,764+274.8% | $11,407+253.6% |