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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 | $19,481 | $184,000-89.4% | $162,185-88.0% | $152,909-87.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 2.86% | 150.80%-147.9pp | 115.61%-112.8pp | 345.46%-342.6pp |
| Employer contribution / active EE | $2,381 | $6,370-62.6% | $5,613-57.6% | $4,764-50.0% |
| Participant deferral / active EE | $3,422 | $8,033-57.4% | $7,297-53.1% | $5,851-41.5% |
| Admin fee / account holder | $103,888 | $13,124+691.6% | $10,844+858.0% | $11,601+795.5% |