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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 | $63,456-63.1% | $100,712-76.8% | $64,097-63.5% |
| Participation rate | 25.6% | 49.7%-24.1pp | 69.3%-43.7pp | 55.2%-29.6pp |
| Annual return | 9.19% | 19.65%-10.5pp | 33.27%-24.1pp | 34.64%-25.5pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,485 | $2,463+0.9% | $4,085-39.2% | $3,080-19.3% |
| Admin fee / account holder | $3,827 | $4,808-20.4% | $9,256-58.7% | $3,454+10.8% |