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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 | $10,891 | $125,193-91.3% | $105,591-89.7% | $145,978-92.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 5.00% | 225.53%-220.5pp | 116.43%-111.4pp | 550.52%-545.5pp |
| Employer contribution / active EE | $3,538 | $3,718-4.8% | $3,166+11.8% | $4,662-24.1% |
| Participant deferral / active EE | $10,916 | $5,708+91.2% | $5,008+118.0% | $6,690+63.2% |
| Admin fee / account holder | $9,743 | $17,277-43.6% | $11,024-11.6% | $13,400-27.3% |