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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 | $18,822 | $202,345-90.7% | $172,755-89.1% | $152,885-87.7% |
| Participation rate | 69.6% | 87.1%-17.5pp | 82.6%-13.1pp | 82.5%-12.9pp |
| Annual return | 1.91% | 1029.77%-1027.9pp | 802.94%-801.0pp | 345.39%-343.5pp |
| Employer contribution / active EE | $2,711 | $5,858-53.7% | $5,144-47.3% | $4,763-43.1% |
| Participant deferral / active EE | $13,180 | $5,948+121.6% | $5,198+153.6% | $5,851+125.3% |
| Admin fee / account holder | $1,923 | $17,111-88.8% | $13,955-86.2% | $11,598-83.4% |