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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 | $19,203 | $185,883-89.7% | $170,043-88.7% | $139,466-86.2% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 5.88% | 60.54%-54.7pp | 53.40%-47.5pp | 373.66%-367.8pp |
| Employer contribution / active EE | $8,709 | $7,596+14.7% | $6,790+28.3% | $4,754+83.2% |
| Participant deferral / active EE | $17,636 | $11,626+51.7% | $10,410+69.4% | $6,712+162.8% |
| Admin fee / account holder | $37,037 | $15,393+140.6% | $12,824+188.8% | $11,409+224.6% |