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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 | $22,824 | $144,130-84.2% | $117,861-80.6% | $147,586-84.5% |
| Participation rate | 68.4% | 83.4%-15.0pp | 79.7%-11.2pp | 82.8%-14.4pp |
| Annual return | 6.93% | 531.20%-524.3pp | 335.11%-328.2pp | 578.59%-571.7pp |
| Employer contribution / active EE | $1,795 | $4,897-63.3% | $3,786-52.6% | $4,876-63.2% |
| Participant deferral / active EE | $3,632 | $5,316-31.7% | $4,482-19.0% | $5,439-33.2% |
| Admin fee / account holder | $1,583 | $10,887-85.5% | $8,021-80.3% | $10,886-85.5% |