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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 | $227,291-94.6% | $214,702-94.3% | $155,188-92.1% |
| Participation rate | 64.7% | 88.0%-23.3pp | 87.5%-22.8pp | 80.8%-16.1pp |
| Annual return | 6.31% | 60.08%-53.8pp | 54.55%-48.2pp | 148.84%-142.5pp |
| Employer contribution / active EE | $2,227 | $6,772-67.1% | $6,461-65.5% | $4,248-47.6% |
| Participant deferral / active EE | $5,455 | $9,582-43.1% | $9,147-40.4% | $6,531-16.5% |
| Admin fee / account holder | $24,496 | $20,413+20.0% | $19,830+23.5% | $14,480+69.2% |