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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 | $13,465 | $171,867-92.2% | $149,721-91.0% | $147,586-90.9% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 0.66% | 2113.36%-2112.7pp | 1501.67%-1501.0pp | 578.59%-577.9pp |
| Employer contribution / active EE | $1,539 | $6,275-75.5% | $5,444-71.7% | $4,876-68.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,360 | $13,799-82.9% | $11,282-79.1% | $10,886-78.3% |