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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 | $16,039 | $183,539-91.3% | $155,556-89.7% | $145,897-89.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 8.24% | 61.31%-53.1pp | 64.84%-56.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,141 | $5,315-78.5% | $4,675-75.6% | $4,663-75.5% |
| Participant deferral / active EE | $1,856 | $6,467-71.3% | $5,631-67.0% | $6,689-72.3% |
| Admin fee / account holder | $1,647 | $19,275-91.5% | $15,885-89.6% | $13,390-87.7% |