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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 | $4,909 | $172,111-97.1% | $150,298-96.7% | $137,256-96.4% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 4.39% | 69.37%-65.0pp | 62.79%-58.4pp | 220.34%-216.0pp |
| Employer contribution / active EE | $1,711 | $4,636-63.1% | $4,154-58.8% | $4,156-58.8% |
| Participant deferral / active EE | $2,136 | $6,166-65.4% | $5,453-60.8% | $6,407-66.7% |
| Admin fee / account holder | $20,669 | $16,471+25.5% | $14,116+46.4% | $12,270+68.4% |