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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 | $12,907 | $175,231-92.6% | $149,696-91.4% | $139,466-90.7% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 7.33% | 166.77%-159.4pp | 134.46%-127.1pp | 373.66%-366.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,624 | $6,521-59.8% | $5,682-53.8% | $6,712-60.9% |
| Admin fee / account holder | $10,877 | $16,155-32.7% | $13,212-17.7% | $11,409-4.7% |