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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 | $162,136-93.6% | $152,301-93.2% | $154,746-93.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 3.58% | 91.02%-87.4pp | 80.50%-76.9pp | 172.34%-168.8pp |
| Employer contribution / active EE | $1,760 | $4,890-64.0% | $4,624-61.9% | $4,379-59.8% |
| Participant deferral / active EE | $10,900 | $8,341+30.7% | $8,004+36.2% | $6,730+61.9% |
| Admin fee / account holder | $70,779 | $15,759+349.1% | $14,398+391.6% | $14,365+392.7% |