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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 | $11,710 | $65,041-82.0% | $90,965-87.1% | $79,858-85.3% |
| Participation rate | 29.6% | 61.6%-32.0pp | 69.0%-39.4pp | 69.6%-40.0pp |
| Annual return | 6.11% | 30.45%-24.3pp | 134.57%-128.5pp | 31.72%-25.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,223 | $2,512-51.3% | $3,373-63.7% | $3,740-67.3% |
| Admin fee / account holder | $4,457 | $4,536-1.7% | $5,960-25.2% | $5,306-16.0% |