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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 | $8,476 | $86,949-90.3% | $102,460-91.7% | $80,959-89.5% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.7%-47.7pp |
| Annual return | 8.19% | 18.89%-10.7pp | 29.47%-21.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $832 | $2,370-64.9% | $3,025-72.5% | $2,757-69.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,672 | $8,048-54.4% | $9,460-61.2% | $6,925-47.0% |