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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 | $16,913 | $159,934-89.4% | $147,005-88.5% | $145,959-88.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.61% | 98.24%-90.6pp | 418.76%-411.2pp | 561.95%-554.3pp |
| Employer contribution / active EE | $2,051 | $5,287-61.2% | $4,934-58.4% | $4,661-56.0% |
| Participant deferral / active EE | $9,514 | $8,427+12.9% | $8,070+17.9% | $6,689+42.2% |
| Admin fee / account holder | $302 | $15,053-98.0% | $13,006-97.7% | $13,398-97.7% |