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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 | $86,919-66.7% | $102,457-71.7% | $80,911-64.2% |
| Participation rate | 36.4% | 72.4%-36.0pp | 76.5%-40.1pp | 67.6%-31.3pp |
| Annual return | 7.85% | 18.90%-11.0pp | 29.41%-21.6pp | 35.63%-27.8pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,400 | $4,119-41.7% | $5,054-52.5% | $4,297-44.1% |
| Admin fee / account holder | $3,653 | $8,049-54.6% | $9,451-61.4% | $6,935-47.3% |