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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 | $15,506 | $176,120-91.2% | $159,487-90.3% | $167,553-90.7% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 1.63% | 331.95%-330.3pp | 263.71%-262.1pp | 478.89%-477.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,002 | $7,752-61.3% | $7,354-59.2% | $6,343-52.7% |
| Admin fee / account holder | $1,141 | $12,561-90.9% | $10,804-89.4% | $12,316-90.7% |