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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 | $11,505 | $156,398-92.6% | $147,318-92.2% | $138,895-91.7% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 9.65% | 78.75%-69.1pp | 70.43%-60.8pp | 145.39%-135.7pp |
| Employer contribution / active EE | $960 | $4,853-80.2% | $4,593-79.1% | $4,194-77.1% |
| Participant deferral / active EE | $5,400 | $8,237-34.4% | $7,906-31.7% | $6,396-15.6% |
| Admin fee / account holder | $17,088 | $14,976+14.1% | $13,708+24.7% | $12,562+36.0% |