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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 | $32,274 | $110,137-70.7% | $161,149-80.0% | $82,637-60.9% |
| Participation rate | 66.2% | 72.4%-6.1pp | 78.8%-12.6pp | 68.1%-1.8pp |
| Annual return | 11.58% | 20.69%-9.1pp | 21.16%-9.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,199 | $4,575-51.9% | $6,153-64.3% | $4,126-46.7% |
| Admin fee / account holder | $9,204 | $9,467-2.8% | $15,194-39.4% | $7,339+25.4% |