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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 | $2,197 | $171,867-98.7% | $149,721-98.5% | $147,586-98.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 5.46% | 2113.36%-2107.9pp | 1501.67%-1496.2pp | 578.59%-573.1pp |
| Employer contribution / active EE | $18,000 | $6,275+186.9% | $5,444+230.6% | $4,876+269.1% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $302,058 | $13,799+2088.9% | $11,282+2577.3% | $10,886+2674.8% |