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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 | $13,564 | $148,623-90.9% | $135,974-90.0% | $139,466-90.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 9.80% | 79.30%-69.5pp | 68.30%-58.5pp | 373.66%-363.9pp |
| Employer contribution / active EE | $5,143 | $5,246-2.0% | $4,859+5.9% | $4,754+8.2% |
| Participant deferral / active EE | $3,341 | $8,103-58.8% | $7,760-57.0% | $6,712-50.2% |
| Admin fee / account holder | $1,436 | $12,406-88.4% | $10,767-86.7% | $11,409-87.4% |