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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 | $15,715 | $53,774-70.8% | $134,162-88.3% | $79,856-80.3% |
| Participation rate | 0.0% | 58.8%-58.8pp | 72.2%-72.2pp | 69.6%-69.6pp |
| Annual return | 9.54% | 19.01%-9.5pp | 36.35%-26.8pp | 31.71%-22.2pp |
| Employer contribution / active EE | $2,196 | $1,322+66.2% | $3,705-40.7% | $2,471-11.1% |
| Participant deferral / active EE | $1,686 | $2,420-30.3% | $3,500-51.8% | $3,741-54.9% |
| Admin fee / account holder | $1,424 | $3,985-64.3% | $6,685-78.7% | $5,306-73.2% |