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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 | $11,867 | $76,371-84.5% | $93,621-87.3% | $72,976-83.7% |
| Participation rate | 41.9% | 71.8%-29.9pp | 75.8%-34.0pp | 69.5%-27.6pp |
| Annual return | 15.66% | 25.82%-10.2pp | 32.76%-17.1pp | 81.02%-65.4pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,620 | $3,538-54.2% | $4,070-60.2% | $3,608-55.1% |
| Admin fee / account holder | $3,107 | $6,839-54.6% | $7,890-60.6% | $5,124-39.4% |