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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 | $155,555-92.8% | $146,866-92.4% | $155,188-92.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 4.79% | 115.41%-110.6pp | 102.85%-98.1pp | 148.84%-144.0pp |
| Employer contribution / active EE | $1,573 | $4,647-66.1% | $4,425-64.4% | $4,248-63.0% |
| Participant deferral / active EE | $8,251 | $8,044+2.6% | $7,759+6.3% | $6,531+26.3% |
| Admin fee / account holder | $23,927 | $14,755+62.2% | $13,620+75.7% | $14,480+65.2% |