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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 | $28,036 | $101,795-72.5% | $165,100-83.0% | $80,959-65.4% |
| Participation rate | 29.2% | 71.8%-42.7pp | 78.6%-49.5pp | 67.7%-38.5pp |
| Annual return | 10.29% | 16.73%-6.4pp | 70.21%-59.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,833 | $4,476-36.7% | $6,035-53.1% | $4,300-34.1% |
| Admin fee / account holder | $8,115 | $8,221-1.3% | $12,696-36.1% | $6,925+17.2% |