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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 | $11,297 | $174,379-93.5% | $152,093-92.6% | $138,895-91.9% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 1.09% | 74.86%-73.8pp | 66.36%-65.3pp | 145.39%-144.3pp |
| Employer contribution / active EE | $1,245 | $4,652-73.2% | $4,175-70.2% | $4,194-70.3% |
| Participant deferral / active EE | $2,171 | $6,159-64.8% | $5,451-60.2% | $6,396-66.1% |
| Admin fee / account holder | $7,986 | $16,880-52.7% | $14,497-44.9% | $12,562-36.4% |