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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 | $25,202 | $201,344-87.5% | $184,243-86.3% | $145,877-82.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 5.57% | 29.01%-23.4pp | 28.82%-23.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $4,041 | $7,022-42.5% | $6,427-37.1% | $4,663-13.3% |
| Participant deferral / active EE | $30,225 | $9,807+208.2% | $9,132+231.0% | $6,691+351.8% |
| Admin fee / account holder | $48,533 | $16,382+196.3% | $13,914+248.8% | $13,402+262.1% |