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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 | $10,114 | $65,027-84.4% | $90,970-88.9% | $79,852-87.3% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.0%-22.9pp | 69.6%-23.5pp |
| Annual return | 2.64% | 30.45%-27.8pp | 134.58%-131.9pp | 31.72%-29.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,311 | $2,512+31.8% | $3,373-1.9% | $3,740-11.5% |
| Admin fee / account holder | $1,838 | $4,535-59.5% | $5,960-69.2% | $5,306-65.4% |