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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 | $160,040-93.4% | $147,096-92.8% | $145,877-92.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 2.70% | 98.49%-95.8pp | 419.75%-417.0pp | 551.28%-548.6pp |
| Employer contribution / active EE | $2,082 | $5,289-60.6% | $4,936-57.8% | $4,663-55.4% |
| Participant deferral / active EE | $7,084 | $8,429-16.0% | $8,071-12.2% | $6,691+5.9% |
| Admin fee / account holder | $24,580 | $15,050+63.3% | $13,005+89.0% | $13,402+83.4% |