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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 | $33,535 | $184,000-81.8% | $162,185-79.3% | $152,909-78.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 0.91% | 150.80%-149.9pp | 115.61%-114.7pp | 345.46%-344.6pp |
| Employer contribution / active EE | $3,009 | $6,370-52.8% | $5,613-46.4% | $4,764-36.8% |
| Participant deferral / active EE | $3,009 | $8,033-62.5% | $7,297-58.8% | $5,851-48.6% |
| Admin fee / account holder | $426 | $13,124-96.8% | $10,844-96.1% | $11,601-96.3% |