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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 | $22,115 | $65,041-66.0% | $90,965-75.7% | $79,858-72.3% |
| Participation rate | 54.1% | 61.6%-7.6pp | 69.0%-15.0pp | 69.6%-15.6pp |
| Annual return | 3.04% | 30.45%-27.4pp | 134.57%-131.5pp | 31.72%-28.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,681 | $2,512-33.1% | $3,373-50.2% | $3,740-55.0% |
| Admin fee / account holder | $468 | $4,536-89.7% | $5,960-92.2% | $5,306-91.2% |