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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 | $4,012 | $80,983-95.0% | $96,544-95.8% | $75,177-94.7% |
| Participation rate | 41.7% | 71.8%-30.1pp | 76.0%-34.3pp | 67.2%-25.5pp |
| Annual return | 12.20% | 27.05%-14.9pp | 25.88%-13.7pp | 160.75%-148.6pp |
| Employer contribution / active EE | $735 | $2,282-67.8% | $2,966-75.2% | $2,671-72.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,590 | $6,717-61.4% | $8,254-68.6% | $5,651-54.2% |