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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 | $10,177 | $162,136-93.7% | $152,301-93.3% | $154,746-93.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 6.47% | 91.02%-84.6pp | 80.50%-74.0pp | 172.34%-165.9pp |
| Employer contribution / active EE | $2,143 | $4,890-56.2% | $4,624-53.7% | $4,379-51.1% |
| Participant deferral / active EE | $3,439 | $8,341-58.8% | $8,004-57.0% | $6,730-48.9% |
| Admin fee / account holder | $14,631 | $15,759-7.2% | $14,398+1.6% | $14,365+1.8% |