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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 | $15,691 | $175,259-91.0% | $149,723-89.5% | $139,487-88.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 9.94% | 166.82%-156.9pp | 134.50%-124.6pp | 373.84%-363.9pp |
| Employer contribution / active EE | $1,113 | $5,478-79.7% | $4,821-76.9% | $4,755-76.6% |
| Participant deferral / active EE | $1,907 | $6,522-70.8% | $5,682-66.4% | $6,713-71.6% |
| Admin fee / account holder | $8,897 | $16,158-44.9% | $13,215-32.7% | $11,407-22.0% |