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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 | $9,640 | $72,486-86.7% | $87,103-88.9% | $72,976-86.8% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.9%-40.9pp | 69.5%-33.5pp |
| Annual return | 0.89% | 24.46%-23.6pp | 28.19%-27.3pp | 81.02%-80.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $508 | $5,055-90.0% | $7,491-93.2% | $5,124-90.1% |