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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 | $23,396 | $65,246-64.1% | $98,716-76.3% | $67,986-65.6% |
| Participation rate | 25.6% | 51.4%-25.8pp | 69.3%-43.7pp | 57.2%-31.6pp |
| Annual return | 9.19% | 20.58%-11.4pp | 31.81%-22.6pp | 31.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,485 | $2,594-4.2% | $4,048-38.6% | $3,358-26.0% |
| Admin fee / account holder | $3,827 | $4,561-16.1% | $8,703-56.0% | $3,203+19.5% |