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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 | $11,705 | $99,011-88.2% | $86,582-86.5% | $147,586-92.1% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 5.65% | 1312.75%-1307.1pp | 965.08%-959.4pp | 578.59%-572.9pp |
| Employer contribution / active EE | $461 | $3,132-85.3% | $2,839-83.8% | $4,876-90.5% |
| Participant deferral / active EE | $923 | $3,972-76.8% | $3,609-74.4% | $5,439-83.0% |
| Admin fee / account holder | $2,163 | $5,709-62.1% | $4,904-55.9% | $10,886-80.1% |