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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 | $27,779 | $198,462-86.0% | $170,439-83.7% | $147,585-81.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 6.97% | 257.30%-250.3pp | 205.94%-199.0pp | 578.58%-571.6pp |
| Employer contribution / active EE | $2,431 | $6,184-60.7% | $5,433-55.3% | $4,876-50.2% |
| Participant deferral / active EE | $5,387 | $5,629-4.3% | $4,939+9.1% | $5,439-1.0% |
| Admin fee / account holder | $623 | $16,852-96.3% | $13,881-95.5% | $10,886-94.3% |