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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 | $13,082 | $156,398-91.6% | $147,318-91.1% | $138,895-90.6% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 79.9%-42.4pp |
| Annual return | 8.40% | 78.75%-70.3pp | 70.43%-62.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $1,347 | $4,853-72.2% | $4,593-70.7% | $4,194-67.9% |
| Participant deferral / active EE | $2,831 | $8,237-65.6% | $7,906-64.2% | $6,396-55.7% |
| Admin fee / account holder | $2,807 | $14,976-81.3% | $13,708-79.5% | $12,562-77.7% |