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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 | $8,126 | $166,089-95.1% | $164,928-95.1% | $145,978-94.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 1.15% | 100.26%-99.1pp | 70.08%-68.9pp | 550.52%-549.4pp |
| Employer contribution / active EE | $1,635 | $5,276-69.0% | $4,343-62.4% | $4,662-64.9% |
| Participant deferral / active EE | $2,044 | $6,961-70.6% | $6,034-66.1% | $6,690-69.4% |
| Admin fee / account holder | $433 | $16,641-97.4% | $12,684-96.6% | $13,400-96.8% |