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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 | $15,554 | $183,988-91.5% | $162,177-90.4% | $152,897-89.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 10.77% | 150.79%-140.0pp | 115.60%-104.8pp | 345.43%-334.7pp |
| Employer contribution / active EE | $5,816 | $6,370-8.7% | $5,613+3.6% | $4,764+22.1% |
| Participant deferral / active EE | $14,530 | $8,032+80.9% | $7,297+99.1% | $5,851+148.3% |
| Admin fee / account holder | $133,352 | $13,123+916.2% | $10,843+1129.8% | $11,599+1049.6% |