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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 | $7,844 | $102,663-92.4% | $86,216-90.9% | $139,466-94.4% |
| Participation rate | 38.9% | 74.5%-35.6pp | 69.0%-30.1pp | 80.3%-41.4pp |
| Annual return | 7.75% | 1924.52%-1916.8pp | 1169.42%-1161.7pp | 373.66%-365.9pp |
| Employer contribution / active EE | $1,047 | $3,035-65.5% | $2,382-56.1% | $4,754-78.0% |
| Participant deferral / active EE | $2,667 | $4,677-43.0% | $3,986-33.1% | $6,712-60.3% |
| Admin fee / account holder | $3,325 | $8,663-61.6% | $6,853-51.5% | $11,409-70.9% |