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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 | $14,599 | $76,551-80.9% | $123,894-88.2% | $62,881-76.8% |
| Participation rate | 45.5% | 73.0%-27.5pp | 81.4%-36.0pp | 69.3%-23.9pp |
| Annual return | 3.67% | 18.68%-15.0pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,442 | $4,840-49.5% | $5,984-59.2% | $3,203-23.8% |
| Admin fee / account holder | $463 | $4,826-90.4% | $8,357-94.5% | $4,296-89.2% |