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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 | $1,167 | $201,344-99.4% | $184,243-99.4% | $145,877-99.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.50% | 29.01%-22.5pp | 28.82%-22.3pp | 551.28%-544.8pp |
| Employer contribution / active EE | $2,739 | $7,022-61.0% | $6,427-57.4% | $4,663-41.3% |
| Participant deferral / active EE | $3,700 | $9,807-62.3% | $9,132-59.5% | $6,691-44.7% |
| Admin fee / account holder | $96,488 | $16,382+489.0% | $13,914+593.5% | $13,402+619.9% |