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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 | $10,375 | $185,312-94.4% | $161,489-93.6% | $154,746-93.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 5.34% | 103.84%-98.5pp | 89.72%-84.4pp | 172.34%-167.0pp |
| Employer contribution / active EE | $1,476 | $4,769-69.1% | $4,268-65.4% | $4,379-66.3% |
| Participant deferral / active EE | $2,525 | $6,350-60.2% | $5,630-55.2% | $6,730-62.5% |
| Admin fee / account holder | $14,666 | $18,654-21.4% | $16,006-8.4% | $14,365+2.1% |