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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 | $15,742 | $178,174-91.2% | $156,181-89.9% | $137,256-88.5% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.8%-58.8pp | 80.0%-60.0pp |
| Annual return | 7.21% | 84.19%-77.0pp | 64.87%-57.7pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,632 | $4,972-67.2% | $4,294-62.0% | $4,156-60.7% |
| Participant deferral / active EE | $3,230 | $6,888-53.1% | $6,132-47.3% | $6,407-49.6% |
| Admin fee / account holder | $2,147,341 | $17,404+12238.2% | $14,586+14621.8% | $12,270+17400.5% |