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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 | $13,153 | $176,688-92.6% | $130,660-89.9% | $152,897-91.4% |
| Participation rate | 37.5% | 79.0%-41.5pp | 71.7%-34.2pp | 82.5%-45.0pp |
| Annual return | 1.03% | 2693.08%-2692.0pp | 1709.29%-1708.3pp | 345.43%-344.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $530 | $4,362-87.8% | $3,603-85.3% | $5,851-90.9% |
| Admin fee / account holder | $5,158 | $7,131-27.7% | $5,463-5.6% | $11,599-55.5% |