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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 | $15,997 | $88,707-82.0% | $74,184-78.4% | $273,972-94.2% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 1.95% | 11.94%-10.0pp | 17.74%-15.8pp | 41.46%-39.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $773 | $8,717-91.1% | $5,586-86.2% | $10,133-92.4% |