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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 | $11,928 | $159,978-92.5% | $147,041-91.9% | $145,978-91.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.38% | 98.36%-90.0pp | 419.21%-410.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $2,655 | $5,288-49.8% | $4,935-46.2% | $4,662-43.0% |
| Participant deferral / active EE | $3,854 | $8,429-54.3% | $8,071-52.2% | $6,690-42.4% |
| Admin fee / account holder | $4,313 | $15,053-71.3% | $13,006-66.8% | $13,400-67.8% |