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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 | $9,777 | $72,492-86.5% | $87,104-88.8% | $72,975-86.6% |
| Participation rate | 51.3% | 72.8%-21.5pp | 76.9%-25.6pp | 69.5%-18.2pp |
| Annual return | 3.85% | 24.46%-20.6pp | 28.19%-24.3pp | 81.01%-77.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,132 | $3,270-34.8% | $4,048-47.3% | $3,608-40.9% |
| Admin fee / account holder | $1,017 | $5,055-79.9% | $7,491-86.4% | $5,124-80.2% |