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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 | $24,574 | $70,917-65.3% | $98,920-75.2% | $73,497-66.6% |
| Participation rate | 68.0% | 73.8%-5.8pp | 76.0%-8.0pp | 70.7%-2.7pp |
| Annual return | 6.48% | 34.18%-27.7pp | 196.47%-190.0pp | 28.51%-22.0pp |
| Employer contribution / active EE | $2,000 | $2,037-1.8% | $2,689-25.6% | $2,270-11.9% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,175 | $535+119.8% | $6,643-82.3% | $513+129.1% |