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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 | $20,987 | $165,381-87.3% | $149,730-86.0% | $158,966-86.8% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 2.11% | 348.29%-346.2pp | 276.70%-274.6pp | 302.95%-300.8pp |
| Employer contribution / active EE | $7,190 | $5,104+40.9% | $4,645+54.8% | $4,762+51.0% |
| Participant deferral / active EE | $7,670 | $7,182+6.8% | $6,843+12.1% | $5,983+28.2% |
| Admin fee / account holder | $12,829 | $10,809+18.7% | $9,310+37.8% | $11,250+14.0% |