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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 | $10,888 | $157,304-93.1% | $141,197-92.3% | $152,909-92.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 13.41% | 64.34%-50.9pp | 71.41%-58.0pp | 345.46%-332.1pp |
| Employer contribution / active EE | $4,281 | $5,263-18.6% | $4,736-9.6% | $4,764-10.1% |
| Participant deferral / active EE | $3,432 | $7,111-51.7% | $6,710-48.9% | $5,851-41.3% |
| Admin fee / account holder | $11,599 | $12,126-4.3% | $10,265+13.0% | $11,6010% |