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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 | $20,802 | $165,399-87.4% | $149,745-86.1% | $158,982-86.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 2.78% | 348.34%-345.6pp | 276.72%-273.9pp | 302.99%-300.2pp |
| Employer contribution / active EE | $1,390 | $5,105-72.8% | $4,646-70.1% | $4,763-70.8% |
| Participant deferral / active EE | $3,523 | $7,183-51.0% | $6,843-48.5% | $5,983-41.1% |
| Admin fee / account holder | $21,612 | $10,811+99.9% | $9,312+132.1% | $11,252+92.1% |