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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 | $13,661 | $73,988-81.5% | $96,538-85.8% | $75,177-81.8% |
| Participation rate | 32.4% | 66.4%-34.0pp | 74.3%-41.9pp | 67.2%-34.8pp |
| Annual return | 3.44% | 26.73%-23.3pp | 35.74%-32.3pp | 160.75%-157.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,967 | $3,660-46.3% | $4,880-59.7% | $4,126-52.3% |
| Admin fee / account holder | $1,603 | $5,220-69.3% | $6,737-76.2% | $5,651-71.6% |