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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 | $11,697 | $183,592-93.6% | $155,574-92.5% | $145,877-92.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 5.51% | 61.37%-55.9pp | 64.87%-59.4pp | 551.28%-545.8pp |
| Employer contribution / active EE | $3,024 | $5,317-43.1% | $4,676-35.3% | $4,663-35.1% |
| Participant deferral / active EE | $7,588 | $6,466+17.4% | $5,629+34.8% | $6,691+13.4% |
| Admin fee / account holder | $518 | $19,316-97.3% | $15,914-96.7% | $13,402-96.1% |