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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 | $13,101 | $126,661-89.7% | $113,397-88.4% | $138,895-90.6% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.5%-39.0pp | 79.9%-42.4pp |
| Annual return | 7.04% | 25.05%-18.0pp | 23.20%-16.2pp | 145.39%-138.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,850 | $5,693-67.5% | $5,076-63.6% | $6,396-71.1% |
| Admin fee / account holder | $14,381 | $14,549-1.2% | $11,957+20.3% | $12,562+14.5% |