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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 | $16,584 | $227,291-92.7% | $214,702-92.3% | $155,188-89.3% |
| Participation rate | 60.0% | 88.0%-28.0pp | 87.5%-27.5pp | 80.8%-20.8pp |
| Annual return | 8.74% | 60.08%-51.3pp | 54.55%-45.8pp | 148.84%-140.1pp |
| Employer contribution / active EE | $1,504 | $6,772-77.8% | $6,461-76.7% | $4,248-64.6% |
| Participant deferral / active EE | $5,437 | $9,582-43.3% | $9,147-40.6% | $6,531-16.8% |
| Admin fee / account holder | $16,974 | $20,413-16.8% | $19,830-14.4% | $14,480+17.2% |