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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 | $30,534 | $213,785-85.7% | $185,441-83.5% | $155,188-80.3% |
| Participation rate | 33.3% | 83.2%-49.9pp | 80.3%-46.9pp | 80.8%-47.5pp |
| Annual return | 3.65% | 19.97%-16.3pp | 20.16%-16.5pp | 148.84%-145.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,025 | $6,864-41.4% | $6,152-34.6% | $6,531-38.4% |
| Admin fee / account holder | $99,248 | $21,134+369.6% | $17,890+454.8% | $14,480+585.4% |