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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 | $10,879 | $157,296-93.1% | $141,191-92.3% | $152,897-92.9% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 3.05% | 64.34%-61.3pp | 71.41%-68.4pp | 345.43%-342.4pp |
| Employer contribution / active EE | $2,378 | $5,262-54.8% | $4,736-49.8% | $4,764-50.1% |
| Participant deferral / active EE | $10,140 | $7,111+42.6% | $6,710+51.1% | $5,851+73.3% |
| Admin fee / account holder | $3,894 | $12,125-67.9% | $10,264-62.1% | $11,599-66.4% |