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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 | $11,512 | $150,447-92.3% | $136,298-91.6% | $147,586-92.2% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 9.96% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,083 | $5,256-79.4% | $4,696-76.9% | $4,876-77.8% |
| Participant deferral / active EE | $4,498 | $6,631-32.2% | $6,247-28.0% | $5,439-17.3% |
| Admin fee / account holder | $16,671 | $10,906+52.9% | $9,244+80.3% | $10,886+53.1% |