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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 | $14,974 | $65,364-77.1% | $92,909-83.9% | $72,975-79.5% |
| Participation rate | 40.7% | 68.3%-27.6pp | 76.0%-35.3pp | 69.5%-28.7pp |
| Annual return | 9.97% | 42.11%-32.1pp | 109.44%-99.5pp | 81.01%-71.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,016 | $3,128-3.6% | $4,238-28.8% | $3,608-16.4% |
| Admin fee / account holder | $1,447 | $4,251-66.0% | $5,795-75.0% | $5,124-71.8% |