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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 | $19,162 | $209,428-90.9% | $178,498-89.3% | $158,950-87.9% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 4.07% | 188.78%-184.7pp | 151.09%-147.0pp | 302.91%-298.8pp |
| Employer contribution / active EE | $6,784 | $5,707+18.9% | $5,011+35.4% | $4,762+42.5% |
| Participant deferral / active EE | $6,502 | $5,955+9.2% | $5,202+25.0% | $5,983+8.7% |
| Admin fee / account holder | $147,653 | $17,077+764.6% | $13,985+955.8% | $11,248+1212.7% |