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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 | $27,291 | $209,428-87.0% | $178,498-84.7% | $158,950-82.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 4.98% | 188.78%-183.8pp | 151.09%-146.1pp | 302.91%-297.9pp |
| Employer contribution / active EE | $7,730 | $5,707+35.4% | $5,011+54.3% | $4,762+62.3% |
| Participant deferral / active EE | $21,465 | $5,955+260.5% | $5,202+312.6% | $5,983+258.8% |
| Admin fee / account holder | $61,219 | $17,077+258.5% | $13,985+337.7% | $11,248+444.3% |