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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 | $6,842 | $107,368-93.6% | $92,915-92.6% | $152,909-95.5% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 3.04% | 145.64%-142.6pp | 109.45%-106.4pp | 345.46%-342.4pp |
| Employer contribution / active EE | $1,092 | $4,222-74.1% | $3,653-70.1% | $4,764-77.1% |
| Participant deferral / active EE | $8,867 | $4,848+82.9% | $4,238+109.2% | $5,851+51.5% |
| Admin fee / account holder | $183,599 | $7,082+2492.4% | $5,796+3067.9% | $11,601+1482.7% |