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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 | $8,490 | $209,847-96.0% | $189,520-95.5% | $167,518-94.9% |
| Participation rate | 16.7% | 88.7%-72.0pp | 87.8%-71.1pp | 82.1%-65.4pp |
| Annual return | 7.65% | 748.45%-740.8pp | 555.25%-547.6pp | 478.71%-471.1pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $502 | $14,295-96.5% | $12,046-95.8% | $12,312-95.9% |