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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 | $23,704 | $67,602-64.9% | $82,312-71.2% | $70,126-66.2% |
| Participation rate | 38.7% | 72.8%-34.1pp | 76.9%-38.2pp | 69.5%-30.8pp |
| Annual return | 7.29% | 21.57%-14.3pp | 25.88%-18.6pp | 73.15%-65.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,362 | $2,987-54.4% | $3,706-63.3% | $3,332-59.1% |
| Admin fee / account holder | $10,249 | $4,512+127.2% | $5,608+82.8% | $4,645+120.6% |