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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 | $15,337 | $156,398-90.2% | $147,318-89.6% | $138,895-89.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 11.33% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $2,838 | $4,853-41.5% | $4,593-38.2% | $4,194-32.3% |
| Participant deferral / active EE | $10,820 | $8,237+31.4% | $7,906+36.9% | $6,396+69.2% |
| Admin fee / account holder | $15,847 | $14,976+5.8% | $13,708+15.6% | $12,562+26.1% |