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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 | $17,594 | $55,457-68.3% | $77,361-77.3% | $94,015-81.3% |
| Participation rate | 66.7% | 69.8%-3.2pp | 75.0%-8.3pp | 70.8%-4.2pp |
| Annual return | 9.20% | 15.57%-6.4pp | 1011.54%-1002.3pp | 17.84%-8.6pp |
| Employer contribution / active EE | $2,699 | $2,255+19.7% | $2,990-9.7% | $2,790-3.3% |
| Participant deferral / active EE | $1,578 | $3,069-48.6% | $3,911-59.7% | $4,249-62.9% |
| Admin fee / account holder | $4,940 | $4,334+14.0% | $5,894-16.2% | $8,951-44.8% |