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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 | $15,043 | $202,440-92.6% | $169,390-91.1% | $139,466-89.2% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 3.58% | 532.36%-528.8pp | 406.07%-402.5pp | 373.66%-370.1pp |
| Employer contribution / active EE | $1,229 | $4,693-73.8% | $4,013-69.4% | $4,754-74.2% |
| Participant deferral / active EE | $1,245 | $6,940-82.1% | $6,222-80.0% | $6,712-81.4% |
| Admin fee / account holder | $390 | $10,722-96.4% | $9,015-95.7% | $11,409-96.6% |