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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 | $16,061 | $56,894-71.8% | $84,753-81.0% | $62,881-74.5% |
| Participation rate | 60.8% | 68.5%-7.8pp | 76.6%-15.8pp | 69.3%-8.5pp |
| Annual return | 0.08% | 6.30%-6.2pp | 22.78%-22.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $830 | $2,400-65.4% | $3,574-76.8% | $2,281-63.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,733 | $3,581-51.6% | $5,333-67.5% | $4,296-59.7% |