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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 | $9,696 | $183,978-94.7% | $162,171-94.0% | $152,885-93.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 1.78% | 150.78%-149.0pp | 115.60%-113.8pp | 345.39%-343.6pp |
| Employer contribution / active EE | $1,840 | $6,370-71.1% | $5,613-67.2% | $4,763-61.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $569 | $13,122-95.7% | $10,843-94.7% | $11,598-95.1% |