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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 | $12,354 | $183,516-93.3% | $155,534-92.1% | $145,884-91.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 0.61% | 61.43%-60.8pp | 64.92%-64.3pp | 551.85%-551.2pp |
| Employer contribution / active EE | $1,641 | $5,315-69.1% | $4,675-64.9% | $4,662-64.8% |
| Participant deferral / active EE | $2,607 | $6,467-59.7% | $5,630-53.7% | $6,690-61.0% |
| Admin fee / account holder | $106,598 | $19,293+452.5% | $15,900+570.4% | $13,392+696.0% |