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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 | $8,056 | $54,541-85.2% | $78,778-89.8% | $70,126-88.5% |
| Participation rate | 27.6% | 60.8%-33.2pp | 69.2%-41.6pp | 69.5%-42.0pp |
| Annual return | 10.46% | 21.07%-10.6pp | 35.62%-25.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,872 | $2,210-15.3% | $2,958-36.7% | $3,332-43.8% |
| Admin fee / account holder | $1,389 | $3,709-62.5% | $5,134-72.9% | $4,645-70.1% |