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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 | $10,435 | $159,978-93.5% | $147,041-92.9% | $145,978-92.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 7.27% | 98.36%-91.1pp | 419.21%-411.9pp | 550.52%-543.2pp |
| Employer contribution / active EE | $2,138 | $5,288-59.6% | $4,935-56.7% | $4,662-54.1% |
| Participant deferral / active EE | $4,136 | $8,429-50.9% | $8,071-48.8% | $6,690-38.2% |
| Admin fee / account holder | $21,888 | $15,053+45.4% | $13,006+68.3% | $13,400+63.3% |