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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 | $6,468 | $162,136-96.0% | $152,301-95.8% | $154,746-95.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 10.31% | 91.02%-80.7pp | 80.50%-70.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $3,583 | $4,890-26.7% | $4,624-22.5% | $4,379-18.2% |
| Participant deferral / active EE | $5,146 | $8,341-38.3% | $8,004-35.7% | $6,730-23.5% |
| Admin fee / account holder | $4,924 | $15,759-68.8% | $14,398-65.8% | $14,365-65.7% |