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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 | $95,404-75.1% | $113,397-79.1% | $82,637-71.3% |
| Participation rate | 3.8% | 72.8%-69.0pp | 76.5%-72.7pp | 68.1%-64.3pp |
| Annual return | 8.11% | 19.08%-11.0pp | 23.20%-15.1pp | 53.51%-45.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $321 | $9,168-96.5% | $11,957-97.3% | $7,339-95.6% |