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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 | $13,451 | $125,184-89.3% | $105,607-87.3% | $145,884-90.8% |
| Participation rate | 64.3% | 77.6%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 4.92% | 225.00%-220.1pp | 116.11%-111.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $789 | $3,720-78.8% | $3,167-75.1% | $4,662-83.1% |
| Participant deferral / active EE | $1,787 | $5,714-68.7% | $5,011-64.4% | $6,690-73.3% |
| Admin fee / account holder | $1,796 | $17,133-89.5% | $10,958-83.6% | $13,392-86.6% |