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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 | $23,371 | $198,457-88.2% | $170,435-86.3% | $147,586-84.2% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 8.98% | 257.30%-248.3pp | 205.94%-197.0pp | 578.59%-569.6pp |
| Employer contribution / active EE | $1,790 | $6,183-71.0% | $5,432-67.0% | $4,876-63.3% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $14,644 | $16,852-13.1% | $13,881+5.5% | $10,886+34.5% |