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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 | $9,093 | $172,111-94.7% | $150,298-94.0% | $137,256-93.4% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 9.43% | 69.37%-59.9pp | 62.79%-53.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $869 | $4,636-81.3% | $4,154-79.1% | $4,156-79.1% |
| Participant deferral / active EE | $2,970 | $6,166-51.8% | $5,453-45.5% | $6,407-53.6% |
| Admin fee / account holder | $14,159 | $16,471-14.0% | $14,116+0.3% | $12,270+15.4% |