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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 | $17,880 | $76,551-76.6% | $123,894-85.6% | $62,881-71.6% |
| Participation rate | 60.7% | 73.0%-12.3pp | 81.4%-20.7pp | 69.3%-8.6pp |
| Annual return | 3.46% | 18.68%-15.2pp | 47.52%-44.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,272 | $4,840-53.1% | $5,984-62.0% | $3,203-29.1% |
| Admin fee / account holder | $1,186 | $4,826-75.4% | $8,357-85.8% | $4,296-72.4% |