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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 | $20,197 | $150,447-86.6% | $136,298-85.2% | $147,586-86.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 9.92% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.7pp |
| Employer contribution / active EE | $2,391 | $5,256-54.5% | $4,696-49.1% | $4,876-51.0% |
| Participant deferral / active EE | $6,612 | $6,631-0.3% | $6,247+5.8% | $5,439+21.6% |
| Admin fee / account holder | $11,435 | $10,906+4.8% | $9,244+23.7% | $10,886+5.0% |