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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 | $2,857 | $232,540-98.8% | $185,117-98.5% | $147,585-98.1% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | -0.23% | 43.03%-43.3pp | 40.50%-40.7pp | 578.58%-578.8pp |
| Employer contribution / active EE | $587 | $5,195-88.7% | $4,182-86.0% | $4,876-88.0% |
| Participant deferral / active EE | $915 | $5,834-84.3% | $5,045-81.9% | $5,439-83.2% |
| Admin fee / account holder | $652 | $10,275-93.7% | $8,159-92.0% | $10,886-94.0% |