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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 | $18,140 | $77,472-76.6% | $100,415-81.9% | $80,959-77.6% |
| Participation rate | 42.6% | 76.9%-34.3pp | 81.5%-38.9pp | 67.7%-25.0pp |
| Annual return | 11.66% | 37.26%-25.6pp | 49.47%-37.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,150 | $6,818-39.1% | $8,091-48.7% | $4,300-3.5% |
| Admin fee / account holder | $2,747 | $5,885-53.3% | $7,906-65.3% | $6,925-60.3% |