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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 | $13,607 | $154,228-91.2% | $145,433-90.6% | $137,256-90.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 10.18% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,708 | $4,804-64.4% | $4,554-62.5% | $4,156-58.9% |
| Participant deferral / active EE | $4,669 | $8,216-43.2% | $7,897-40.9% | $6,407-27.1% |
| Admin fee / account holder | $1,738 | $14,344-87.9% | $13,129-86.8% | $12,270-85.8% |