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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 | $185,856-89.7% | $170,028-88.7% | $139,456-86.2% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 5.88% | 60.52%-54.6pp | 53.39%-47.5pp | 373.45%-367.6pp |
| Employer contribution / active EE | $8,709 | $7,593+14.7% | $6,788+28.3% | $4,753+83.3% |
| Participant deferral / active EE | $17,636 | $11,623+51.7% | $10,409+69.4% | $6,711+162.8% |
| Admin fee / account holder | $37,037 | $15,387+140.7% | $12,820+188.9% | $11,407+224.7% |