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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 | $10,459 | $190,879-94.5% | $160,009-93.5% | $134,532-92.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -21.71% | 552.63%-574.3pp | 408.85%-430.6pp | 418.27%-440.0pp |
| Employer contribution / active EE | $979 | $4,995-80.4% | $4,225-76.8% | $4,741-79.4% |
| Participant deferral / active EE | $2,396 | $6,924-65.4% | $6,183-61.2% | $6,401-62.6% |
| Admin fee / account holder | $564 | $10,495-94.6% | $8,715-93.5% | $11,429-95.1% |