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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 | $11,076 | $183,592-94.0% | $155,574-92.9% | $145,877-92.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 7.60% | 61.37%-53.8pp | 64.87%-57.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $2,040 | $5,317-61.6% | $4,676-56.4% | $4,663-56.2% |
| Participant deferral / active EE | $5,280 | $6,466-18.3% | $5,629-6.2% | $6,691-21.1% |
| Admin fee / account holder | $69,274 | $19,316+258.6% | $15,914+335.3% | $13,402+416.9% |