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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 | $155,555-92.6% | $146,866-92.2% | $155,188-92.6% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.5%-62.5pp | 80.8%-60.8pp |
| Annual return | 9.65% | 115.41%-105.8pp | 102.85%-93.2pp | 148.84%-139.2pp |
| Employer contribution / active EE | $960 | $4,647-79.3% | $4,425-78.3% | $4,248-77.4% |
| Participant deferral / active EE | $5,400 | $8,044-32.9% | $7,759-30.4% | $6,531-17.3% |
| Admin fee / account holder | $17,088 | $14,755+15.8% | $13,620+25.5% | $14,480+18.0% |