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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 | $14,569 | $160,028-90.9% | $147,080-90.1% | $145,884-90.0% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 6.64% | 98.60%-92.0pp | 420.17%-413.5pp | 551.85%-545.2pp |
| Employer contribution / active EE | $1,533 | $5,286-71.0% | $4,933-68.9% | $4,662-67.1% |
| Participant deferral / active EE | $2,616 | $8,422-68.9% | $8,066-67.6% | $6,690-60.9% |
| Admin fee / account holder | $15,164 | $15,030+0.9% | $12,989+16.7% | $13,392+13.2% |