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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 | $159,934-90.0% | $147,005-89.1% | $145,959-89.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 9.04% | 98.24%-89.2pp | 418.76%-409.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,941 | $5,287-63.3% | $4,934-60.7% | $4,661-58.4% |
| Participant deferral / active EE | $2,894 | $8,427-65.7% | $8,070-64.1% | $6,689-56.7% |
| Admin fee / account holder | $7,941 | $15,053-47.2% | $13,006-38.9% | $13,398-40.7% |