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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 | $9,641 | $107,363-91.0% | $92,909-89.6% | $152,897-93.7% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 9.92% | 145.63%-135.7pp | 109.44%-99.5pp | 345.43%-335.5pp |
| Employer contribution / active EE | $820 | $4,222-80.6% | $3,653-77.6% | $4,764-82.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,119 | $7,082-70.1% | $5,795-63.4% | $11,599-81.7% |