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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 | $22,040 | $209,336-89.5% | $197,124-88.8% | $137,256-83.9% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 7.69% | 48.09%-40.4pp | 44.34%-36.7pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,011 | $6,591-69.5% | $6,227-67.7% | $4,156-51.6% |
| Participant deferral / active EE | $2,955 | $9,614-69.3% | $9,135-67.7% | $6,407-53.9% |
| Admin fee / account holder | $3,064 | $17,308-82.3% | $16,298-81.2% | $12,270-75.0% |