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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 | $27,753 | $176,786-84.3% | $146,643-81.1% | $167,536-83.4% |
| Participation rate | 64.7% | 83.6%-18.9pp | 80.1%-15.4pp | 82.1%-17.4pp |
| Annual return | 2.62% | 24.04%-21.4pp | 22.75%-20.1pp | 478.82%-476.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,545 | $6,440-45.0% | $5,506-35.6% | $6,342-44.1% |
| Admin fee / account holder | $15,899 | $13,262+19.9% | $10,280+54.7% | $12,315+29.1% |