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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 | $24,815 | $209,425-88.2% | $178,499-86.1% | $158,966-84.4% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 1.00% | 188.80%-187.8pp | 151.10%-150.1pp | 302.95%-301.9pp |
| Employer contribution / active EE | $1,176 | $5,707-79.4% | $5,011-76.5% | $4,762-75.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $507 | $17,078-97.0% | $13,986-96.4% | $11,250-95.5% |