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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 | $16,542 | $197,637-91.6% | $177,848-90.7% | $158,982-89.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 1.37% | 58.77%-57.4pp | 48.33%-47.0pp | 302.99%-301.6pp |
| Employer contribution / active EE | $4,990 | $6,698-25.5% | $5,919-15.7% | $4,763+4.8% |
| Participant deferral / active EE | $10,400 | $8,405+23.7% | $7,714+34.8% | $5,983+73.8% |
| Admin fee / account holder | $22,460 | $15,406+45.8% | $12,431+80.7% | $11,252+99.6% |