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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 | $21,241 | $81,504-73.9% | $102,437-79.3% | $80,959-73.8% |
| Participation rate | 34.6% | 66.9%-32.2pp | 74.5%-39.9pp | 67.7%-33.1pp |
| Annual return | 9.71% | 25.60%-15.9pp | 24.95%-15.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,496 | $3,871-35.5% | $5,060-50.7% | $4,300-42.0% |
| Admin fee / account holder | $2,307 | $6,719-65.7% | $8,388-72.5% | $6,925-66.7% |