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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 | $10,276 | $154,228-93.3% | $145,433-92.9% | $137,256-92.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 3.50% | 74.59%-71.1pp | 66.58%-63.1pp | 220.34%-216.8pp |
| Employer contribution / active EE | $2,296 | $4,804-52.2% | $4,554-49.6% | $4,156-44.8% |
| Participant deferral / active EE | $5,582 | $8,216-32.1% | $7,897-29.3% | $6,407-12.9% |
| Admin fee / account holder | $316,617 | $14,344+2107.4% | $13,129+2311.6% | $12,270+2480.4% |