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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 | $8,418 | $160,070-94.7% | $147,117-94.3% | $145,897-94.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 5.57% | 98.69%-93.1pp | 420.54%-415.0pp | 552.29%-546.7pp |
| Employer contribution / active EE | $1,642 | $5,285-68.9% | $4,932-66.7% | $4,663-64.8% |
| Participant deferral / active EE | $2,940 | $8,419-65.1% | $8,065-63.5% | $6,689-56.0% |
| Admin fee / account holder | $13,705 | $15,035-8.8% | $12,993+5.5% | $13,390+2.3% |