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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 | $10,109 | $108,942-90.7% | $100,415-89.9% | $145,897-93.1% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 9.44% | 58.27%-48.8pp | 49.47%-40.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,503 | $4,422-66.0% | $3,943-61.9% | $4,663-67.8% |
| Participant deferral / active EE | $2,850 | $8,461-66.3% | $8,091-64.8% | $6,689-57.4% |
| Admin fee / account holder | $844 | $9,702-91.3% | $7,906-89.3% | $13,390-93.7% |