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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 | $12,456 | $106,005-88.3% | $92,239-86.5% | $147,585-91.6% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 7.80% | 50.05%-42.2pp | 176.29%-168.5pp | 578.58%-570.8pp |
| Employer contribution / active EE | $2,817 | $4,333-35.0% | $3,680-23.4% | $4,876-42.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,228 | $6,333-1.7% | $5,194+19.9% | $10,886-42.8% |