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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 | $95,404-65.3% | $113,397-70.8% | $82,637-60.0% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.5%-12.2pp | 68.1%-3.8pp |
| Annual return | 3.25% | 19.08%-15.8pp | 23.20%-20.0pp | 53.51%-50.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,853 | $4,220-32.4% | $5,076-43.8% | $4,126-30.9% |
| Admin fee / account holder | $8,766 | $9,168-4.4% | $11,957-26.7% | $7,339+19.4% |