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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 | $160,040-94.7% | $147,096-94.3% | $145,877-94.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 5.57% | 98.49%-92.9pp | 419.75%-414.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $1,642 | $5,289-69.0% | $4,936-66.7% | $4,663-64.8% |
| Participant deferral / active EE | $2,940 | $8,429-65.1% | $8,071-63.6% | $6,691-56.1% |
| Admin fee / account holder | $13,705 | $15,050-8.9% | $13,005+5.4% | $13,402+2.3% |