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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 | $10,835 | $93,589-88.4% | $135,942-92.0% | $75,181-85.6% |
| Participation rate | 48.8% | 75.2%-26.4pp | 81.9%-33.1pp | 67.2%-18.4pp |
| Annual return | 13.78% | 30.90%-17.1pp | 68.28%-54.5pp | 160.69%-146.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,859 | $6,405-55.4% | $7,759-63.2% | $4,126-30.7% |
| Admin fee / account holder | $3,063 | $6,977-56.1% | $10,764-71.5% | $5,650-45.8% |