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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 | $11,428 | $124,980-90.9% | $108,359-89.5% | $154,746-92.6% |
| Participation rate | 61.9% | 75.2%-13.3pp | 70.1%-8.2pp | 80.7%-18.8pp |
| Annual return | 2.33% | 45.00%-42.7pp | 36.89%-34.6pp | 172.34%-170.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,761 | $4,743-62.9% | $4,137-57.4% | $6,730-73.8% |
| Admin fee / account holder | $3,178 | $11,502-72.4% | $9,741-67.4% | $14,365-77.9% |