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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 | $13,697 | $185,883-92.6% | $170,043-91.9% | $139,466-90.2% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 4.85% | 60.54%-55.7pp | 53.40%-48.6pp | 373.66%-368.8pp |
| Employer contribution / active EE | $2,738 | $7,596-64.0% | $6,790-59.7% | $4,754-42.4% |
| Participant deferral / active EE | $3,981 | $11,626-65.8% | $10,410-61.8% | $6,712-40.7% |
| Admin fee / account holder | $17,749 | $15,393+15.3% | $12,824+38.4% | $11,409+55.6% |