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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 | $14,104 | $201,372-93.0% | $184,260-92.3% | $145,884-90.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 6.47% | 29.04%-22.6pp | 28.84%-22.4pp | 551.85%-545.4pp |
| Employer contribution / active EE | $5,746 | $7,024-18.2% | $6,427-10.6% | $4,662+23.2% |
| Participant deferral / active EE | $9,385 | $9,808-4.3% | $9,133+2.8% | $6,690+40.3% |
| Admin fee / account holder | $92,682 | $16,362+466.4% | $13,898+566.9% | $13,392+592.1% |