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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 | $7,654 | $60,349-87.3% | $74,184-89.7% | $62,881-87.8% |
| Participation rate | 31.4% | 72.7%-41.3pp | 76.6%-45.2pp | 69.3%-37.9pp |
| Annual return | 1.12% | 21.38%-20.3pp | 17.74%-16.6pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,518 | $2,856-46.8% | $3,550-57.2% | $3,203-52.6% |
| Admin fee / account holder | $9,490 | $4,261+122.7% | $5,586+69.9% | $4,296+120.9% |