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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 | $86,938-80.0% | $102,423-83.0% | $80,925-78.5% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.9pp | 67.7%-22.0pp |
| Annual return | 9.34% | 18.89%-9.5pp | 29.42%-20.1pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,235 | $4,120-45.8% | $5,054-55.8% | $4,299-48.0% |
| Admin fee / account holder | $3,854 | $8,053-52.1% | $9,455-59.2% | $6,940-44.5% |