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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 | $11,075 | $58,099-80.9% | $76,902-85.6% | $75,177-85.3% |
| Participation rate | 44.3% | 63.9%-19.6pp | 69.6%-25.3pp | 67.2%-22.9pp |
| Annual return | 11.10% | 26.71%-15.6pp | 37.91%-26.8pp | 160.75%-149.6pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,288 | $2,999-57.0% | $3,833-66.4% | $4,126-68.8% |
| Admin fee / account holder | $1,390 | $4,778-70.9% | $5,479-74.6% | $5,651-75.4% |