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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 | $3,521 | $162,136-97.8% | $152,301-97.7% | $154,746-97.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 10.39% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,162 | $4,890-76.2% | $4,624-74.9% | $4,379-73.5% |
| Participant deferral / active EE | $3,176 | $8,341-61.9% | $8,004-60.3% | $6,730-52.8% |
| Admin fee / account holder | $6,365 | $15,759-59.6% | $14,398-55.8% | $14,365-55.7% |