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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 | $64,010-63.4% | $108,359-78.4% | $64,340-63.6% |
| Participation rate | 25.6% | 49.4%-23.8pp | 70.1%-44.5pp | 55.2%-29.6pp |
| Annual return | 9.19% | 19.74%-10.6pp | 36.89%-27.7pp | 24.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,485 | $2,395+3.7% | $4,137-39.9% | $2,980-16.6% |
| Admin fee / account holder | $3,827 | $4,885-21.6% | $9,741-60.7% | $3,703+3.4% |