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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 | $15,592 | $183,516-91.5% | $155,534-90.0% | $145,884-89.3% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 4.90% | 61.43%-56.5pp | 64.92%-60.0pp | 551.85%-547.0pp |
| Employer contribution / active EE | $1,313 | $5,315-75.3% | $4,675-71.9% | $4,662-71.8% |
| Participant deferral / active EE | $10,188 | $6,467+57.6% | $5,630+81.0% | $6,690+52.3% |
| Admin fee / account holder | $35,011 | $19,293+81.5% | $15,900+120.2% | $13,392+161.4% |