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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 | $15,244 | $148,582-89.7% | $135,942-88.8% | $139,456-89.1% |
| Participation rate | 68.2% | 83.9%-15.7pp | 81.9%-13.7pp | 80.3%-12.1pp |
| Annual return | 8.99% | 79.26%-70.3pp | 68.28%-59.3pp | 373.45%-364.5pp |
| Employer contribution / active EE | $1,709 | $5,245-67.4% | $4,858-64.8% | $4,753-64.0% |
| Participant deferral / active EE | $5,812 | $8,101-28.3% | $7,759-25.1% | $6,711-13.4% |
| Admin fee / account holder | $2,388 | $12,402-80.7% | $10,764-77.8% | $11,407-79.1% |