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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 | $14,494 | $160,040-90.9% | $147,096-90.1% | $145,877-90.1% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 4.49% | 98.49%-94.0pp | 419.75%-415.3pp | 551.28%-546.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,615 | $8,429-57.1% | $8,071-55.2% | $6,691-46.0% |
| Admin fee / account holder | $398 | $15,050-97.4% | $13,005-96.9% | $13,402-97.0% |