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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 | $13,681 | $183,516-92.5% | $155,534-91.2% | $145,884-90.6% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 7.41% | 61.43%-54.0pp | 64.92%-57.5pp | 551.85%-544.4pp |
| Employer contribution / active EE | $2,158 | $5,315-59.4% | $4,675-53.8% | $4,662-53.7% |
| Participant deferral / active EE | $4,963 | $6,467-23.2% | $5,630-11.8% | $6,690-25.8% |
| Admin fee / account holder | $6,272 | $19,293-67.5% | $15,900-60.6% | $13,392-53.2% |