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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 | $23,667 | $70,667-66.5% | $123,105-80.8% | $52,331-54.8% |
| Participation rate | 40.7% | 83.7%-43.0pp | 86.8%-46.1pp | 68.1%-27.4pp |
| Annual return | -3.56% | 6.23%-9.8pp | 13.22%-16.8pp | 4.54%-8.1pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,198 | $4,493+15.7% | $6,229-16.6% | $3,022+72.0% |
| Admin fee / account holder | $3,844 | $506+658.8% | $9,014-57.4% | $592+549.7% |