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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 | $10,661 | $76,367-86.0% | $93,614-88.6% | $72,983-85.4% |
| Participation rate | 27.7% | 71.7%-44.1pp | 75.8%-48.2pp | 69.5%-41.8pp |
| Annual return | 11.42% | 25.82%-14.4pp | 32.76%-21.3pp | 81.01%-69.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,079 | $3,538-41.3% | $4,069-48.9% | $3,608-42.4% |
| Admin fee / account holder | $1,923 | $6,838-71.9% | $7,889-75.6% | $5,124-62.5% |