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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 | $10,764 | $81,487-86.8% | $102,412-89.5% | $80,935-86.7% |
| Participation rate | 26.5% | 66.8%-40.4pp | 74.5%-48.0pp | 67.7%-41.2pp |
| Annual return | 6.22% | 25.60%-19.4pp | 24.94%-18.7pp | 35.66%-29.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,927 | $6,717-26.7% | $8,388-41.3% | $6,924-28.9% |