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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 | $23,421 | $150,447-84.4% | $136,298-82.8% | $147,586-84.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 8.69% | 1049.15%-1040.5pp | 5156.27%-5147.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | $1,602 | $5,256-69.5% | $4,696-65.9% | $4,876-67.1% |
| Participant deferral / active EE | $5,093 | $6,631-23.2% | $6,247-18.5% | $5,439-6.4% |
| Admin fee / account holder | $8,774 | $10,906-19.5% | $9,244-5.1% | $10,886-19.4% |