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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 | $20,517 | $65,034-68.5% | $90,970-77.4% | $79,856-74.3% |
| Participation rate | 60.3% | 61.6%-1.3pp | 69.0%-8.7pp | 69.6%-9.4pp |
| Annual return | 6.46% | 30.45%-24.0pp | 134.60%-128.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,573 | $2,512+2.4% | $3,373-23.7% | $3,741-31.2% |
| Admin fee / account holder | $1,650 | $4,536-63.6% | $5,961-72.3% | $5,306-68.9% |