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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 | $17,415 | $86,949-80.0% | $102,460-83.0% | $80,959-78.5% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.9pp | 67.7%-22.0pp |
| Annual return | 9.34% | 18.89%-9.6pp | 29.47%-20.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,235 | $4,121-45.8% | $5,056-55.8% | $4,300-48.0% |
| Admin fee / account holder | $3,854 | $8,048-52.1% | $9,460-59.3% | $6,925-44.3% |