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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 | $15,180 | $165,381-90.8% | $149,730-89.9% | $158,966-90.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 7.96% | 348.29%-340.3pp | 276.70%-268.7pp | 302.95%-295.0pp |
| Employer contribution / active EE | $1,108 | $5,104-78.3% | $4,645-76.1% | $4,762-76.7% |
| Participant deferral / active EE | $2,478 | $7,182-65.5% | $6,843-63.8% | $5,983-58.6% |
| Admin fee / account holder | $1,778 | $10,809-83.6% | $9,310-80.9% | $11,250-84.2% |