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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 | $24,210 | $136,860-82.3% | $120,344-79.9% | $154,746-84.4% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 7.88% | 21.38%-13.5pp | 20.30%-12.4pp | 172.34%-164.5pp |
| Employer contribution / active EE | $8,407 | $3,533+138.0% | $3,020+178.4% | $4,379+92.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $427 | $15,393-97.2% | $12,742-96.6% | $14,365-97.0% |