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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 | $26,669 | $217,432-87.7% | $185,851-85.7% | $167,553-84.1% |
| Participation rate | 44.4% | 86.1%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 4.80% | 148.43%-143.6pp | 122.11%-117.3pp | 478.89%-474.1pp |
| Employer contribution / active EE | $2,580 | $5,874-56.1% | $5,168-50.1% | $4,840-46.7% |
| Participant deferral / active EE | $7,134 | $6,357+12.2% | $5,569+28.1% | $6,343+12.5% |
| Admin fee / account holder | $12,098 | $19,820-39.0% | $16,245-25.5% | $12,316-1.8% |