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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 | $20,848 | $106,524-80.4% | $152,301-86.3% | $87,485-76.2% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.4%-23.1pp | 68.9%-9.6pp |
| Annual return | 11.14% | 26.89%-15.7pp | 80.50%-69.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,832 | $6,525-10.6% | $8,004-27.1% | $4,274+36.5% |
| Admin fee / account holder | $15,649 | $8,287+88.8% | $14,398+8.7% | $7,775+101.3% |