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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 | $14,605 | $56,054-73.9% | $171,082-91.5% | $62,881-76.8% |
| Participation rate | 53.1% | 62.9%-9.7pp | 76.7%-23.6pp | 69.3%-16.2pp |
| Annual return | 4.45% | 22.52%-18.1pp | 32.56%-28.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,052 | $3,158-35.0% | $4,797-57.2% | $3,203-35.9% |
| Admin fee / account holder | $1,288 | $3,647-64.7% | $8,520-84.9% | $4,296-70.0% |