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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 | $8,226 | $58,493-85.9% | $84,021-90.2% | $72,975-88.7% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.0%-44.0pp | 69.5%-44.5pp |
| Annual return | 0.22% | 28.93%-28.7pp | 71.32%-71.1pp | 81.01%-80.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,552 | $2,394-35.2% | $3,239-52.1% | $3,608-57.0% |
| Admin fee / account holder | $1,332 | $4,569-70.8% | $6,102-78.2% | $5,124-74.0% |