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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 | $17,971 | $110,307-83.7% | $96,576-81.4% | $139,456-87.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 9.52% | 26.40%-16.9pp | 25.87%-16.3pp | 373.45%-363.9pp |
| Employer contribution / active EE | $2,254 | $3,619-37.7% | $2,965-24.0% | $4,753-52.6% |
| Participant deferral / active EE | $2,510 | $5,547-54.7% | $4,851-48.3% | $6,711-62.6% |
| Admin fee / account holder | $50,359 | $11,597+334.2% | $8,253+510.2% | $11,407+341.5% |