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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 | $21,784 | $78,428-72.2% | $95,960-77.3% | $79,852-72.7% |
| Participation rate | 45.5% | 73.5%-28.0pp | 77.1%-31.6pp | 69.6%-24.2pp |
| Annual return | 7.57% | 19.37%-11.8pp | 91.63%-84.1pp | 31.72%-24.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,586 | $3,440-53.9% | $4,167-61.9% | $3,740-57.6% |
| Admin fee / account holder | $5,785 | $5,622+2.9% | $6,797-14.9% | $5,306+9.0% |