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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 | $17,446 | $73,981-76.4% | $105,754-83.5% | $62,881-72.3% |
| Participation rate | 21.8% | 71.7%-49.9pp | 78.9%-57.1pp | 69.3%-47.5pp |
| Annual return | 3.58% | 17.60%-14.0pp | 12.25%-8.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,764 | $4,038-56.3% | $5,326-66.9% | $3,203-44.9% |
| Admin fee / account holder | $9,066 | $5,976+51.7% | $8,309+9.1% | $4,296+111.0% |