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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 | $24,251 | $217,432-88.8% | $185,851-87.0% | $167,553-85.5% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 1.51% | 148.43%-146.9pp | 122.11%-120.6pp | 478.89%-477.4pp |
| Employer contribution / active EE | $1,555 | $5,874-73.5% | $5,168-69.9% | $4,840-67.9% |
| Participant deferral / active EE | $3,503 | $6,357-44.9% | $5,569-37.1% | $6,343-44.8% |
| Admin fee / account holder | $38,338 | $19,820+93.4% | $16,245+136.0% | $12,316+211.3% |