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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 | $16,744 | $162,136-89.7% | $152,301-89.0% | $154,746-89.2% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 2.25% | 91.02%-88.8pp | 80.50%-78.2pp | 172.34%-170.1pp |
| Employer contribution / active EE | $1,329 | $4,890-72.8% | $4,624-71.3% | $4,379-69.7% |
| Participant deferral / active EE | $3,819 | $8,341-54.2% | $8,004-52.3% | $6,730-43.3% |
| Admin fee / account holder | $12,039 | $15,759-23.6% | $14,398-16.4% | $14,365-16.2% |