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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 | $19,905 | $73,981-73.1% | $105,754-81.2% | $62,881-68.3% |
| Participation rate | 52.6% | 71.7%-19.1pp | 78.9%-26.3pp | 69.3%-16.7pp |
| Annual return | 2.89% | 17.60%-14.7pp | 12.25%-9.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,332 | $4,038+32.0% | $5,326+0.1% | $3,203+66.5% |
| Admin fee / account holder | $17,034 | $5,976+185.0% | $8,309+105.0% | $4,296+296.5% |