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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 | $21,568 | $76,564-71.8% | $105,582-79.6% | $94,015-77.1% |
| Participation rate | 40.0% | 65.2%-25.2pp | 71.8%-31.8pp | 70.8%-30.8pp |
| Annual return | 6.95% | 20.69%-13.7pp | 18.61%-11.7pp | 17.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,688 | $3,320-49.2% | $4,353-61.2% | $4,249-60.3% |
| Admin fee / account holder | $41,807 | $7,129+486.5% | $12,856+225.2% | $8,951+367.1% |