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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 | $20,507 | $60,349-66.0% | $74,184-72.4% | $62,881-67.4% |
| Participation rate | 38.7% | 72.7%-34.0pp | 76.6%-37.9pp | 69.3%-30.6pp |
| Annual return | 2.18% | 21.38%-19.2pp | 17.74%-15.6pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,933 | $2,856-32.3% | $3,550-45.6% | $3,203-39.7% |
| Admin fee / account holder | $640 | $4,261-85.0% | $5,586-88.5% | $4,296-85.1% |