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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 | $11,481 | $175,259-93.4% | $149,723-92.3% | $139,487-91.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 9.29% | 166.82%-157.5pp | 134.50%-125.2pp | 373.84%-364.6pp |
| Employer contribution / active EE | $1,435 | $5,478-73.8% | $4,821-70.2% | $4,755-69.8% |
| Participant deferral / active EE | $2,945 | $6,522-54.8% | $5,682-48.2% | $6,713-56.1% |
| Admin fee / account holder | $3,304 | $16,158-79.6% | $13,215-75.0% | $11,407-71.0% |