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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 | $36,251 | $254,759-85.8% | $216,567-83.3% | $198,609-81.7% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 3.41% | 10.04%-6.6pp | 12.94%-9.5pp | 202.70%-199.3pp |
| Employer contribution / active EE | $2,818 | $6,096-53.8% | $5,216-46.0% | $5,055-44.3% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,201 | $26,311-95.4% | $21,981-94.5% | $19,030-93.7% |