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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 | $29,048 | $202,342-85.6% | $172,753-83.2% | $152,909-81.0% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | -0.31% | 1029.88%-1030.2pp | 803.00%-803.3pp | 345.46%-345.8pp |
| Employer contribution / active EE | $2,846 | $5,857-51.4% | $5,144-44.7% | $4,764-40.3% |
| Participant deferral / active EE | $5,960 | $5,948+0.2% | $5,198+14.7% | $5,851+1.9% |
| Admin fee / account holder | $557 | $17,112-96.7% | $13,956-96.0% | $11,601-95.2% |