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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 | $20,506 | $166,131-87.7% | $164,975-87.6% | $145,877-85.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 2.85% | 100.37%-97.5pp | 70.12%-67.3pp | 551.28%-548.4pp |
| Employer contribution / active EE | $5,236 | $5,276-0.8% | $4,343+20.6% | $4,663+12.3% |
| Participant deferral / active EE | $21,730 | $6,962+212.1% | $6,033+260.2% | $6,691+224.8% |
| Admin fee / account holder | $61,938 | $16,648+272.0% | $12,688+388.2% | $13,402+362.1% |