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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 | $13,164 | $183,627-92.8% | $155,602-91.5% | $145,978-91.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 4.59% | 61.32%-56.7pp | 64.81%-60.2pp | 550.52%-545.9pp |
| Employer contribution / active EE | $1,096 | $5,316-79.4% | $4,675-76.6% | $4,662-76.5% |
| Participant deferral / active EE | $2,088 | $6,466-67.7% | $5,629-62.9% | $6,690-68.8% |
| Admin fee / account holder | $14,409 | $19,327-25.4% | $15,923-9.5% | $13,400+7.5% |