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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 | $14,869 | $46,877-68.3% | $122,354-87.8% | $70,126-78.8% |
| Participation rate | 25.0% | 58.2%-33.2pp | 71.6%-46.6pp | 69.5%-44.5pp |
| Annual return | 11.84% | 24.22%-12.4pp | 30.28%-18.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $874 | $2,167-59.7% | $3,287-73.4% | $3,332-73.8% |
| Admin fee / account holder | $11,535 | $3,324+247.0% | $5,479+110.5% | $4,645+148.3% |