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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 | $8,445 | $45,050-81.3% | $63,018-86.6% | $70,126-88.0% |
| Participation rate | 48.7% | 69.5%-20.8pp | 74.8%-26.1pp | 69.5%-20.8pp |
| Annual return | 9.25% | 18.76%-9.5pp | 87.62%-78.4pp | 73.15%-63.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,231 | $2,466-50.1% | $3,330-63.0% | $3,332-63.0% |
| Admin fee / account holder | $692 | $2,834-75.6% | $3,601-80.8% | $4,645-85.1% |