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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 | $185,312-97.4% | $161,489-97.0% | $154,746-96.8% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 4.39% | 103.84%-99.5pp | 89.72%-85.3pp | 172.34%-167.9pp |
| Employer contribution / active EE | $1,711 | $4,769-64.1% | $4,268-59.9% | $4,379-60.9% |
| Participant deferral / active EE | $2,136 | $6,350-66.4% | $5,630-62.1% | $6,730-68.3% |
| Admin fee / account holder | $20,669 | $18,654+10.8% | $16,006+29.1% | $14,365+43.9% |