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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 | $20,057 | $202,342-90.1% | $172,752-88.4% | $152,897-86.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 10.60% | 1029.83%-1019.2pp | 802.97%-792.4pp | 345.43%-334.8pp |
| Employer contribution / active EE | $5,675 | $5,858-3.1% | $5,144+10.3% | $4,764+19.1% |
| Participant deferral / active EE | $7,896 | $5,948+32.8% | $5,198+51.9% | $5,851+35.0% |
| Admin fee / account holder | $5,581 | $17,111-67.4% | $13,955-60.0% | $11,599-51.9% |