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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 | $13,327 | $160,040-91.7% | $147,096-90.9% | $145,877-90.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.98% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $3,388 | $5,289-35.9% | $4,936-31.4% | $4,663-27.3% |
| Participant deferral / active EE | $3,813 | $8,429-54.8% | $8,071-52.8% | $6,691-43.0% |
| Admin fee / account holder | $5,184 | $15,050-65.6% | $13,005-60.1% | $13,402-61.3% |