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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 | $12,782 | $159,978-92.0% | $147,041-91.3% | $145,978-91.2% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 9.62% | 98.36%-88.7pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,158 | $5,288-78.1% | $4,935-76.5% | $4,662-75.2% |
| Participant deferral / active EE | $2,861 | $8,429-66.1% | $8,071-64.6% | $6,690-57.2% |
| Admin fee / account holder | $1,134 | $15,053-92.5% | $13,006-91.3% | $13,400-91.5% |