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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 | $1,071 | $107,809-99.0% | $97,032-98.9% | $155,188-99.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 5.30% | 38.06%-32.8pp | 35.38%-30.1pp | 148.84%-143.5pp |
| Employer contribution / active EE | $1,781 | $2,911-38.8% | $2,629-32.3% | $4,248-58.1% |
| Participant deferral / active EE | $17,636 | $5,129+243.8% | $4,672+277.5% | $6,531+170.0% |
| Admin fee / account holder | $632,084 | $10,717+5797.8% | $9,418+6611.7% | $14,480+4265.3% |