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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 | $17,204 | $58,493-70.6% | $84,023-79.5% | $72,976-76.4% |
| Participation rate | 40.5% | 61.2%-20.7pp | 69.0%-28.5pp | 69.5%-28.9pp |
| Annual return | 12.11% | 28.93%-16.8pp | 71.32%-59.2pp | 81.02%-68.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,682 | $2,394+12.0% | $3,239-17.2% | $3,608-25.7% |
| Admin fee / account holder | $4,533 | $4,569-0.8% | $6,102-25.7% | $5,124-11.5% |