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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 | $25,384 | $80,984-68.7% | $96,569-73.7% | $75,173-66.2% |
| Participation rate | 34.8% | 71.8%-36.9pp | 76.0%-41.1pp | 67.2%-32.3pp |
| Annual return | 10.17% | 27.05%-16.9pp | 25.87%-15.7pp | 160.65%-150.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,050 | $3,929-47.8% | $4,851-57.7% | $4,126-50.3% |
| Admin fee / account holder | $13,730 | $6,720+104.3% | $8,251+66.4% | $5,651+143.0% |