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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 | $10,397 | $196,972-94.7% | $182,262-94.3% | $198,609-94.8% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 3.58% | 158.27%-154.7pp | 140.60%-137.0pp | 202.70%-199.1pp |
| Employer contribution / active EE | $1,760 | $5,364-67.2% | $5,046-65.1% | $5,055-65.2% |
| Participant deferral / active EE | $10,900 | $8,643+26.1% | $8,276+31.7% | $6,977+56.2% |
| Admin fee / account holder | $70,779 | $18,429+284.1% | $16,712+323.5% | $19,030+271.9% |