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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 | $13,713 | $183,516-92.5% | $155,534-91.2% | $145,884-90.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 1.80% | 61.43%-59.6pp | 64.92%-63.1pp | 551.85%-550.1pp |
| Employer contribution / active EE | $2,768 | $5,315-47.9% | $4,675-40.8% | $4,662-40.6% |
| Participant deferral / active EE | $4,457 | $6,467-31.1% | $5,630-20.8% | $6,690-33.4% |
| Admin fee / account holder | $72,830 | $19,293+277.5% | $15,900+358.1% | $13,392+443.8% |