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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 | $16,917 | $160,070-89.4% | $147,117-88.5% | $145,897-88.4% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 7.61% | 98.69%-91.1pp | 420.54%-412.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,578 | $5,285-70.1% | $4,932-68.0% | $4,663-66.2% |
| Participant deferral / active EE | $7,321 | $8,419-13.0% | $8,065-9.2% | $6,689+9.4% |
| Admin fee / account holder | $302 | $15,035-98.0% | $12,993-97.7% | $13,390-97.7% |