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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 | $9,820 | $47,848-79.5% | $81,473-87.9% | $70,126-86.0% |
| Participation rate | 48.4% | 58.3%-9.8pp | 68.0%-19.5pp | 69.5%-21.1pp |
| Annual return | 5.99% | 27.25%-21.3pp | 38.78%-32.8pp | 73.15%-67.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,549 | $2,453+3.9% | $3,537-27.9% | $3,332-23.5% |
| Admin fee / account holder | $1,723 | $3,145-45.2% | $4,561-62.2% | $4,645-62.9% |