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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 | $11,945 | $150,446-92.1% | $136,297-91.2% | $147,585-91.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 4.12% | 1049.14%-1045.0pp | 5156.19%-5152.1pp | 578.58%-574.5pp |
| Employer contribution / active EE | $1,414 | $5,256-73.1% | $4,696-69.9% | $4,876-71.0% |
| Participant deferral / active EE | $2,575 | $6,631-61.2% | $6,247-58.8% | $5,439-52.7% |
| Admin fee / account holder | $322 | $10,906-97.0% | $9,244-96.5% | $10,886-97.0% |