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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 | $15,414 | $178,174-91.3% | $156,181-90.1% | $137,256-88.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 4.18% | 84.19%-80.0pp | 64.87%-60.7pp | 220.34%-216.2pp |
| Employer contribution / active EE | $12,026 | $4,972+141.9% | $4,294+180.1% | $4,156+189.4% |
| Participant deferral / active EE | $8,688 | $6,888+26.1% | $6,132+41.7% | $6,407+35.6% |
| Admin fee / account holder | $122,144 | $17,404+601.8% | $14,586+737.4% | $12,270+895.5% |