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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 | $15,486 | $106,008-85.4% | $92,240-83.2% | $147,586-89.5% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 7.87% | 50.05%-42.2pp | 176.29%-168.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $14,546 | $4,333+235.7% | $3,680+295.3% | $4,876+198.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,323 | $6,333+47.2% | $5,194+79.5% | $10,886-14.4% |