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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 | $18,046 | $175,257-89.7% | $149,717-87.9% | $139,456-87.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 6.32% | 166.70%-160.4pp | 134.41%-128.1pp | 373.45%-367.1pp |
| Employer contribution / active EE | $1,931 | $5,477-64.7% | $4,820-59.9% | $4,753-59.4% |
| Participant deferral / active EE | $4,176 | $6,521-36.0% | $5,682-26.5% | $6,711-37.8% |
| Admin fee / account holder | $28,609 | $16,156+77.1% | $13,213+116.5% | $11,407+150.8% |