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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 | $7,900 | $160,040-95.1% | $147,096-94.6% | $145,877-94.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 4.43% | 98.49%-94.1pp | 419.75%-415.3pp | 551.28%-546.9pp |
| Employer contribution / active EE | $33,481 | $5,289+533.0% | $4,936+578.3% | $4,663+618.0% |
| Participant deferral / active EE | $10,532 | $8,429+25.0% | $8,071+30.5% | $6,691+57.4% |
| Admin fee / account holder | $9,039 | $15,050-39.9% | $13,005-30.5% | $13,402-32.6% |