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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 | $12,202 | $212,386-94.3% | $199,883-93.9% | $138,895-91.2% |
| Participation rate | 64.7% | 87.4%-22.7pp | 86.8%-22.1pp | 79.9%-15.2pp |
| Annual return | 6.31% | 47.75%-41.4pp | 43.81%-37.5pp | 145.39%-139.1pp |
| Employer contribution / active EE | $2,227 | $6,625-66.4% | $6,261-64.4% | $4,194-46.9% |
| Participant deferral / active EE | $5,455 | $9,617-43.3% | $9,138-40.3% | $6,396-14.7% |
| Admin fee / account holder | $24,496 | $18,233+34.3% | $17,268+41.9% | $12,562+95.0% |