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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 | $11,054 | $99,009-88.8% | $86,581-87.2% | $147,585-92.5% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 5.57% | 1312.70%-1307.1pp | 965.06%-959.5pp | 578.58%-573.0pp |
| Employer contribution / active EE | $1,614 | $3,132-48.5% | $2,840-43.2% | $4,876-66.9% |
| Participant deferral / active EE | $1,614 | $3,972-59.4% | $3,609-55.3% | $5,439-70.3% |
| Admin fee / account holder | $3,675 | $5,709-35.6% | $4,904-25.1% | $10,886-66.2% |