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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 | $15,794 | $63,082-75.0% | $81,716-80.7% | $79,852-80.2% |
| Participation rate | 40.5% | 67.5%-27.0pp | 72.0%-31.5pp | 69.6%-29.1pp |
| Annual return | 9.90% | 22.66%-12.8pp | 29.49%-19.6pp | 31.72%-21.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,037 | $2,780-26.7% | $7,108-71.3% | $3,740-45.5% |
| Admin fee / account holder | $34,796 | $4,428+685.8% | $5,159+574.4% | $5,306+555.8% |