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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 | $12,729 | $96,956-86.9% | $69,779-81.8% | $273,972-95.4% |
| Participation rate | 38.1% | 77.1%-39.0pp | 71.8%-33.7pp | 83.0%-44.9pp |
| Annual return | 0.70% | 12.93%-12.2pp | 12.99%-12.3pp | 41.46%-40.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,128 | $3,744-69.9% | $2,931-61.5% | $5,287-78.7% |
| Admin fee / account holder | $8,400 | $7,934+5.9% | $4,381+91.7% | $10,133-17.1% |