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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 | $20,526 | $150,447-86.4% | $136,298-84.9% | $147,586-86.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 8.48% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $2,371 | $5,256-54.9% | $4,696-49.5% | $4,876-51.4% |
| Participant deferral / active EE | $5,337 | $6,631-19.5% | $6,247-14.6% | $5,439-1.9% |
| Admin fee / account holder | $2,314 | $10,906-78.8% | $9,244-75.0% | $10,886-78.7% |