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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 | $12,840 | $54,541-76.5% | $78,778-83.7% | $70,126-81.7% |
| Participation rate | 31.1% | 60.8%-29.7pp | 69.2%-38.0pp | 69.5%-38.4pp |
| Annual return | 5.83% | 21.07%-15.2pp | 35.62%-29.8pp | 73.15%-67.3pp |
| Employer contribution / active EE | $1,089 | $1,0890% | $1,986-45.2% | $2,343-53.5% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,689 | $3,709+26.4% | $5,134-8.7% | $4,645+0.9% |