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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 | $9,689 | $56,544-82.9% | $75,501-87.2% | $70,126-86.2% |
| Participation rate | 62.9% | 68.1%-5.3pp | 72.4%-9.5pp | 69.5%-6.7pp |
| Annual return | 6.90% | 23.59%-16.7pp | 27.35%-20.5pp | 73.15%-66.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,085 | $2,580-57.9% | $3,142-65.5% | $3,332-67.4% |
| Admin fee / account holder | $723 | $3,827-81.1% | $5,801-87.5% | $4,645-84.4% |