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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 | $6,026 | $223,823-97.3% | $211,142-97.1% | $154,746-96.1% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 7.56% | 50.39%-42.8pp | 46.84%-39.3pp | 172.34%-164.8pp |
| Employer contribution / active EE | $2,503 | $6,787-63.1% | $6,442-61.2% | $4,379-42.9% |
| Participant deferral / active EE | $4,813 | $9,750-50.6% | $9,284-48.2% | $6,730-28.5% |
| Admin fee / account holder | $66,762 | $19,707+238.8% | $19,076+250.0% | $14,365+364.7% |