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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 | $155,555-93.3% | $146,866-92.9% | $155,188-93.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 3.58% | 115.41%-111.8pp | 102.85%-99.3pp | 148.84%-145.3pp |
| Employer contribution / active EE | $1,760 | $4,647-62.1% | $4,425-60.2% | $4,248-58.6% |
| Participant deferral / active EE | $10,900 | $8,044+35.5% | $7,759+40.5% | $6,531+66.9% |
| Admin fee / account holder | $70,779 | $14,755+379.7% | $13,620+419.7% | $14,480+388.8% |