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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 | $19,610 | $165,381-88.1% | $149,730-86.9% | $158,966-87.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.64% | 348.29%-347.7pp | 276.70%-276.1pp | 302.95%-302.3pp |
| Employer contribution / active EE | $1,351 | $5,104-73.5% | $4,645-70.9% | $4,762-71.6% |
| Participant deferral / active EE | $8,297 | $7,182+15.5% | $6,843+21.3% | $5,983+38.7% |
| Admin fee / account holder | $46,159 | $10,809+327.0% | $9,310+395.8% | $11,250+310.3% |