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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% | $155,567-92.5% | $145,959-92.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 5.51% | 61.24%-55.7pp | 64.74%-59.2pp | 561.95%-556.4pp |
| Employer contribution / active EE | $3,024 | $5,315-43.1% | $4,674-35.3% | $4,661-35.1% |
| Participant deferral / active EE | $7,588 | $6,464+17.4% | $5,628+34.8% | $6,689+13.5% |
| Admin fee / account holder | $518 | $19,318-97.3% | $15,916-96.7% | $13,398-96.1% |