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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 | $9,671 | $99,011-90.2% | $86,582-88.8% | $147,586-93.4% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 6.79% | 1312.75%-1306.0pp | 965.08%-958.3pp | 578.59%-571.8pp |
| Employer contribution / active EE | $606 | $3,132-80.7% | $2,839-78.7% | $4,876-87.6% |
| Participant deferral / active EE | $693 | $3,972-82.6% | $3,609-80.8% | $5,439-87.3% |
| Admin fee / account holder | $2,397 | $5,709-58.0% | $4,904-51.1% | $10,886-78.0% |