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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 | $10,554 | $160,070-93.4% | $147,117-92.8% | $145,897-92.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 2.70% | 98.69%-96.0pp | 420.54%-417.8pp | 552.29%-549.6pp |
| Employer contribution / active EE | $2,082 | $5,285-60.6% | $4,932-57.8% | $4,663-55.3% |
| Participant deferral / active EE | $7,084 | $8,419-15.9% | $8,065-12.2% | $6,689+5.9% |
| Admin fee / account holder | $24,580 | $15,035+63.5% | $12,993+89.2% | $13,390+83.6% |