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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 | $33,095 | $100,194-67.0% | $122,979-73.1% | $86,983-62.0% |
| Participation rate | 64.3% | 73.0%-8.7pp | 77.2%-12.9pp | 69.5%-5.3pp |
| Annual return | 3.25% | 16.47%-13.2pp | 20.12%-16.9pp | 25.83%-22.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,853 | $4,133-31.0% | $5,003-43.0% | $4,194-32.0% |
| Admin fee / account holder | $8,766 | $10,148-13.6% | $12,864-31.9% | $7,856+11.6% |