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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 | $14,778 | $150,447-90.2% | $136,298-89.2% | $147,586-90.0% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 4.54% | 1049.15%-1044.6pp | 5156.27%-5151.7pp | 578.59%-574.1pp |
| Employer contribution / active EE | $1,944 | $5,256-63.0% | $4,696-58.6% | $4,876-60.1% |
| Participant deferral / active EE | $7,701 | $6,631+16.1% | $6,247+23.3% | $5,439+41.6% |
| Admin fee / account holder | $15,921 | $10,906+46.0% | $9,244+72.2% | $10,886+46.3% |