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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 | $154,228-93.3% | $145,433-92.9% | $137,256-92.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 3.58% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.8pp |
| Employer contribution / active EE | $1,760 | $4,804-63.4% | $4,554-61.4% | $4,156-57.7% |
| Participant deferral / active EE | $10,900 | $8,216+32.7% | $7,897+38.0% | $6,407+70.1% |
| Admin fee / account holder | $70,779 | $14,344+393.5% | $13,129+439.1% | $12,270+476.8% |