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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 | $24,191 | $171,867-85.9% | $149,721-83.8% | $147,586-83.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 5.86% | 2113.36%-2107.5pp | 1501.67%-1495.8pp | 578.59%-572.7pp |
| Employer contribution / active EE | $2,598 | $6,275-58.6% | $5,444-52.3% | $4,876-46.7% |
| Participant deferral / active EE | $2,598 | $7,270-64.3% | $6,568-60.4% | $5,439-52.2% |
| Admin fee / account holder | $86,200 | $13,799+524.7% | $11,282+664.0% | $10,886+691.9% |