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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 | $21,030 | $185,883-88.7% | $170,043-87.6% | $139,466-84.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 1.95% | 60.54%-58.6pp | 53.40%-51.4pp | 373.66%-371.7pp |
| Employer contribution / active EE | $2,801 | $7,596-63.1% | $6,790-58.8% | $4,754-41.1% |
| Participant deferral / active EE | $10,109 | $11,626-13.0% | $10,410-2.9% | $6,712+50.6% |
| Admin fee / account holder | $28,494 | $15,393+85.1% | $12,824+122.2% | $11,409+149.8% |