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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 | $16,036 | $160,070-90.0% | $147,117-89.1% | $145,897-89.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 9.04% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,941 | $5,285-63.3% | $4,932-60.6% | $4,663-58.4% |
| Participant deferral / active EE | $2,894 | $8,419-65.6% | $8,065-64.1% | $6,689-56.7% |
| Admin fee / account holder | $7,941 | $15,035-47.2% | $12,993-38.9% | $13,390-40.7% |