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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 | $20,596 | $228,395-91.0% | $185,861-88.9% | $158,982-87.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 2.56% | 40.82%-38.3pp | 35.96%-33.4pp | 302.99%-300.4pp |
| Employer contribution / active EE | $684 | $4,968-86.2% | $4,088-83.3% | $4,763-85.6% |
| Participant deferral / active EE | $3,221 | $6,417-49.8% | $5,634-42.8% | $5,983-46.2% |
| Admin fee / account holder | $1,242 | $11,869-89.5% | $9,503-86.9% | $11,252-89.0% |