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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 | $17,754 | $165,399-89.3% | $149,745-88.1% | $158,982-88.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 1.40% | 348.34%-346.9pp | 276.72%-275.3pp | 302.99%-301.6pp |
| Employer contribution / active EE | $1,461 | $5,105-71.4% | $4,646-68.6% | $4,763-69.3% |
| Participant deferral / active EE | $4,678 | $7,183-34.9% | $6,843-31.6% | $5,983-21.8% |
| Admin fee / account holder | $1,024 | $10,811-90.5% | $9,312-89.0% | $11,252-90.9% |