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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 | $19,022 | $112,131-83.0% | $95,964-80.2% | $158,982-88.0% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 4.58% | 171.19%-166.6pp | 91.64%-87.1pp | 302.99%-298.4pp |
| Employer contribution / active EE | $2,179 | $3,199-31.9% | $2,541-14.2% | $4,763-54.2% |
| Participant deferral / active EE | $3,658 | $4,784-23.5% | $4,167-12.2% | $5,983-38.9% |
| Admin fee / account holder | $3,648 | $10,136-64.0% | $6,797-46.3% | $11,252-67.6% |