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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 | $11,173 | $56,054-80.1% | $171,082-93.5% | $62,881-82.2% |
| Participation rate | 31.8% | 62.9%-31.1pp | 76.7%-44.9pp | 69.3%-37.5pp |
| Annual return | 2.17% | 22.52%-20.4pp | 32.56%-30.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,312 | $3,158-58.5% | $4,797-72.7% | $3,203-59.1% |
| Admin fee / account holder | $6,992 | $3,647+91.7% | $8,520-17.9% | $4,296+62.8% |