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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 | $19,808 | $217,432-90.9% | $185,849-89.3% | $167,536-88.2% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 4.20% | 148.42%-144.2pp | 122.10%-117.9pp | 478.82%-474.6pp |
| Employer contribution / active EE | $8,247 | $5,875+40.4% | $5,169+59.6% | $4,839+70.4% |
| Participant deferral / active EE | $3,900 | $6,357-38.7% | $5,569-30.0% | $6,342-38.5% |
| Admin fee / account holder | $157,376 | $19,818+694.1% | $16,244+868.8% | $12,315+1178.0% |