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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 | $51,767 | $275,752-81.2% | $256,809-79.8% | $198,609-73.9% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 3.41% | 34.81%-31.4pp | 32.73%-29.3pp | 202.70%-199.3pp |
| Employer contribution / active EE | $2,215 | $7,721-71.3% | $7,263-69.5% | $5,055-56.2% |
| Participant deferral / active EE | $6,534 | $10,037-34.9% | $9,520-31.4% | $6,977-6.3% |
| Admin fee / account holder | $3,405 | $25,716-86.8% | $25,146-86.5% | $19,030-82.1% |