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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 | $16,002 | $54,541-70.7% | $78,778-79.7% | $70,126-77.2% |
| Participation rate | 18.2% | 60.8%-42.6pp | 69.2%-51.0pp | 69.5%-51.4pp |
| Annual return | 4.67% | 21.07%-16.4pp | 35.62%-31.0pp | 73.15%-68.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $994 | $2,210-55.0% | $2,958-66.4% | $3,332-70.2% |
| Admin fee / account holder | $2,490 | $3,709-32.9% | $5,134-51.5% | $4,645-46.4% |