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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 | $12,333 | $148,623-91.7% | $135,974-90.9% | $139,466-91.2% |
| Participation rate | 27.3% | 83.9%-56.6pp | 81.9%-54.6pp | 80.3%-53.1pp |
| Annual return | 1.22% | 79.30%-78.1pp | 68.30%-67.1pp | 373.66%-372.4pp |
| Employer contribution / active EE | $2,035 | $5,246-61.2% | $4,859-58.1% | $4,754-57.2% |
| Participant deferral / active EE | $3,328 | $8,103-58.9% | $7,760-57.1% | $6,712-50.4% |
| Admin fee / account holder | $867 | $12,406-93.0% | $10,767-91.9% | $11,409-92.4% |