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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 | $12,146 | $71,215-82.9% | $93,696-87.0% | $80,935-85.0% |
| Participation rate | 52.1% | 60.4%-8.3pp | 68.7%-16.6pp | 67.7%-15.5pp |
| Annual return | 6.79% | 11.27%-4.5pp | 133.74%-127.0pp | 35.66%-28.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,905 | $4,037-52.8% | $4,417-56.9% | $4,299-55.7% |
| Admin fee / account holder | $5,050 | $6,958-27.4% | $8,287-39.1% | $6,924-27.1% |