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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 | $19,014 | $178,174-89.3% | $156,181-87.8% | $137,256-86.1% |
| Participation rate | 30.8% | 82.0%-51.3pp | 78.8%-48.1pp | 80.0%-49.2pp |
| Annual return | 9.84% | 84.19%-74.3pp | 64.87%-55.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,852 | $6,888-58.6% | $6,132-53.5% | $6,407-55.5% |
| Admin fee / account holder | $18,828 | $17,404+8.2% | $14,586+29.1% | $12,270+53.4% |