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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 | $23,566 | $201,264-88.3% | $184,185-87.2% | $145,978-83.9% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 8.62% | 29.00%-20.4pp | 28.81%-20.2pp | 550.52%-541.9pp |
| Employer contribution / active EE | $2,463 | $7,021-64.9% | $6,426-61.7% | $4,662-47.2% |
| Participant deferral / active EE | $12,874 | $9,806+31.3% | $9,132+41.0% | $6,690+92.5% |
| Admin fee / account holder | $21,475 | $16,376+31.1% | $13,909+54.4% | $13,400+60.3% |