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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 | $23,237 | $199,109-88.3% | $173,730-86.6% | $154,746-85.0% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.6%-39.6pp | 80.7%-40.7pp |
| Annual return | 3.98% | 20.02%-16.0pp | 19.96%-16.0pp | 172.34%-168.4pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,978 | $7,113-44.1% | $6,326-37.1% | $6,730-40.9% |
| Admin fee / account holder | $57,693 | $20,916+175.8% | $17,523+229.2% | $14,365+301.6% |