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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 | $11,178 | $162,136-93.1% | $152,301-92.7% | $154,746-92.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 4.79% | 91.02%-86.2pp | 80.50%-75.7pp | 172.34%-167.5pp |
| Employer contribution / active EE | $1,573 | $4,890-67.8% | $4,624-66.0% | $4,379-64.1% |
| Participant deferral / active EE | $8,251 | $8,341-1.1% | $8,004+3.1% | $6,730+22.6% |
| Admin fee / account holder | $23,927 | $15,759+51.8% | $14,398+66.2% | $14,365+66.6% |