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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 | $5,882 | $185,225-96.8% | $142,898-95.9% | $167,553-96.5% |
| Participation rate | 66.7% | 78.5%-11.8pp | 72.0%-5.3pp | 82.1%-15.4pp |
| Annual return | 6.51% | 8558.12%-8551.6pp | 5639.64%-5633.1pp | 478.89%-472.4pp |
| Employer contribution / active EE | $3,391 | $5,607-39.5% | $4,146-18.2% | $4,840-29.9% |
| Participant deferral / active EE | $4,285 | $4,496-4.7% | $3,838+11.6% | $6,343-32.4% |
| Admin fee / account holder | $26,769 | $8,032+233.3% | $6,560+308.0% | $12,316+117.3% |