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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 | $110,337-90.9% | $102,383-90.2% | $145,877-93.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.86% | 24.83%-16.0pp | 24.94%-16.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $14,612 | $4,216+246.6% | $3,870+277.5% | $4,663+213.4% |
| Participant deferral / active EE | $5,656 | $5,621+0.6% | $5,060+11.8% | $6,691-15.5% |
| Admin fee / account holder | $298,125 | $9,750+2957.8% | $8,391+3452.8% | $13,402+2124.5% |