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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 | $14,224 | $134,817-89.4% | $123,973-88.5% | $155,188-90.8% |
| Participation rate | 10.0% | 79.4%-69.4pp | 76.7%-66.7pp | 80.8%-70.8pp |
| Annual return | 6.65% | 515.49%-508.8pp | 388.13%-381.5pp | 148.84%-142.2pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $738 | $13,245-94.4% | $11,799-93.7% | $14,480-94.9% |