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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 | $13,386 | $48,364-72.3% | $71,796-81.4% | $62,881-78.7% |
| Participation rate | 28.6% | 60.6%-32.1pp | 69.1%-40.5pp | 69.3%-40.7pp |
| Annual return | 3.05% | 13.16%-10.1pp | 78.04%-75.0pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,455 | $2,091-30.4% | $2,794-47.9% | $3,203-54.6% |
| Admin fee / account holder | $18,047 | $3,771+378.5% | $4,815+274.8% | $4,296+320.1% |