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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 | $25,260 | $95,453-73.5% | $112,040-77.5% | $82,448-69.4% |
| Participation rate | 58.7% | 72.8%-14.1pp | 76.5%-17.8pp | 68.1%-9.4pp |
| Annual return | 11.77% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,680 | $4,224-12.9% | $5,098-27.8% | $4,139-11.1% |
| Admin fee / account holder | $2,297 | $9,013-74.5% | $12,098-81.0% | $7,234-68.2% |