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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 | $6,617 | $81,358-91.9% | $155,556-95.7% | $80,959-91.8% |
| Participation rate | 30.0% | 66.3%-36.3pp | 78.2%-48.2pp | 67.7%-37.7pp |
| Annual return | 7.37% | 33.39%-26.0pp | 64.84%-57.5pp | 35.67%-28.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,286 | $3,455-62.8% | $5,631-77.2% | $4,300-70.1% |
| Admin fee / account holder | $1,249 | $7,994-84.4% | $15,885-92.1% | $6,925-82.0% |