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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 | $17,176 | $58,512-70.6% | $84,020-79.6% | $72,983-76.5% |
| Participation rate | 34.9% | 61.2%-26.3pp | 69.0%-34.1pp | 69.5%-34.6pp |
| Annual return | -1.25% | 28.93%-30.2pp | 71.31%-72.6pp | 81.01%-82.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,339 | $2,394-44.1% | $3,239-58.7% | $3,608-62.9% |
| Admin fee / account holder | $1,660 | $4,569-63.7% | $6,101-72.8% | $5,124-67.6% |