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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 | $12,147 | $199,109-93.9% | $173,730-93.0% | $154,746-92.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | -0.98% | 20.02%-21.0pp | 19.96%-20.9pp | 172.34%-173.3pp |
| Employer contribution / active EE | $25,421 | $5,311+378.6% | $4,577+455.4% | $4,379+480.5% |
| Participant deferral / active EE | $37,352 | $7,113+425.2% | $6,326+490.4% | $6,730+455.0% |
| Admin fee / account holder | $329,919 | $20,916+1477.4% | $17,523+1782.7% | $14,365+2196.6% |