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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 | $18,144 | $212,386-91.5% | $199,883-90.9% | $138,895-86.9% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 10.30% | 47.75%-37.5pp | 43.81%-33.5pp | 145.39%-135.1pp |
| Employer contribution / active EE | $2,414 | $6,625-63.6% | $6,261-61.5% | $4,194-42.5% |
| Participant deferral / active EE | $4,460 | $9,617-53.6% | $9,138-51.2% | $6,396-30.3% |
| Admin fee / account holder | $2,604 | $18,233-85.7% | $17,268-84.9% | $12,562-79.3% |