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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 | $10,011 | $111,814-91.0% | $103,374-90.3% | $145,959-93.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.86% | 24.77%-15.9pp | 24.89%-16.0pp | 561.95%-553.1pp |
| Employer contribution / active EE | $14,612 | $4,214+246.8% | $3,869+277.6% | $4,661+213.5% |
| Participant deferral / active EE | $5,656 | $5,618+0.7% | $5,058+11.8% | $6,689-15.4% |
| Admin fee / account holder | $298,125 | $9,754+2956.3% | $8,394+3451.6% | $13,398+2125.2% |