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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 | $13,132 | $67,606-80.6% | $82,313-84.0% | $70,124-81.3% |
| Participation rate | 29.0% | 72.8%-43.7pp | 76.9%-47.9pp | 69.5%-40.5pp |
| Annual return | 11.56% | 21.57%-10.0pp | 25.88%-14.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,754 | $2,987-41.3% | $3,706-52.7% | $3,332-47.3% |
| Admin fee / account holder | $14,133 | $4,512+213.2% | $5,608+152.0% | $4,645+204.2% |