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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 | $12,964 | $93,064-86.1% | $74,577-82.6% | $273,972-95.3% |
| Participation rate | 36.4% | 74.9%-38.6pp | 68.1%-31.7pp | 83.0%-46.7pp |
| Annual return | -6.05% | 26.18%-32.2pp | 20.47%-26.5pp | 41.46%-47.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,453 | $4,160-65.1% | $3,458-58.0% | $5,287-72.5% |
| Admin fee / account holder | $2,900 | $5,273-45.0% | $4,138-29.9% | $10,133-71.4% |