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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 | $14,693 | $54,541-73.1% | $78,778-81.3% | $70,126-79.0% |
| Participation rate | 34.2% | 60.8%-26.6pp | 69.2%-35.0pp | 69.5%-35.3pp |
| Annual return | -1.10% | 21.07%-22.2pp | 35.62%-36.7pp | 73.15%-74.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,698 | $2,210-23.2% | $2,958-42.6% | $3,332-49.0% |
| Admin fee / account holder | $3,055 | $3,709-17.6% | $5,134-40.5% | $4,645-34.2% |