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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 | $12,320 | $183,539-93.3% | $155,556-92.1% | $145,897-91.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 5.80% | 61.31%-55.5pp | 64.84%-59.0pp | 552.29%-546.5pp |
| Employer contribution / active EE | $4,261 | $5,315-19.8% | $4,675-8.9% | $4,663-8.6% |
| Participant deferral / active EE | $7,453 | $6,467+15.2% | $5,631+32.4% | $6,689+11.4% |
| Admin fee / account holder | $4,809 | $19,275-75.0% | $15,885-69.7% | $13,390-64.1% |