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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 | $22,060 | $202,345-89.1% | $172,755-87.2% | $152,885-85.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 4.07% | 1029.77%-1025.7pp | 802.94%-798.9pp | 345.39%-341.3pp |
| Employer contribution / active EE | $4,726 | $5,858-19.3% | $5,144-8.1% | $4,763-0.8% |
| Participant deferral / active EE | $8,576 | $5,948+44.2% | $5,198+65.0% | $5,851+46.6% |
| Admin fee / account holder | $43,945 | $17,111+156.8% | $13,955+214.9% | $11,598+278.9% |