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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 | $17,231 | $117,895-85.4% | $102,460-83.2% | $145,897-88.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 4.72% | 31.92%-27.2pp | 29.47%-24.8pp | 552.29%-547.6pp |
| Employer contribution / active EE | $2,696 | $3,619-25.5% | $3,025-10.9% | $4,663-42.2% |
| Participant deferral / active EE | $10,094 | $5,736+76.0% | $5,056+99.6% | $6,689+50.9% |
| Admin fee / account holder | $36,709 | $13,353+174.9% | $9,460+288.0% | $13,390+174.1% |