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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 | $23,712 | $100,194-76.3% | $122,979-80.7% | $86,983-72.7% |
| Participation rate | 3.8% | 73.0%-69.2pp | 77.2%-73.4pp | 69.5%-65.8pp |
| Annual return | 8.11% | 16.47%-8.4pp | 20.12%-12.0pp | 25.83%-17.7pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $321 | $10,148-96.8% | $12,864-97.5% | $7,856-95.9% |