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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 | $28,971 | $86,940-66.7% | $102,434-71.7% | $80,935-64.2% |
| Participation rate | 36.4% | 72.4%-36.0pp | 76.5%-40.1pp | 67.7%-31.3pp |
| Annual return | 7.85% | 18.89%-11.0pp | 29.46%-21.6pp | 35.66%-27.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,400 | $4,121-41.8% | $5,055-52.5% | $4,299-44.2% |
| Admin fee / account holder | $3,653 | $8,047-54.6% | $9,462-61.4% | $6,924-47.2% |