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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 | $115,225-90.1% | $100,712-88.7% | $138,895-91.8% |
| Participation rate | 61.9% | 74.3%-12.4pp | 69.3%-7.4pp | 79.9%-18.0pp |
| Annual return | 2.33% | 40.35%-38.0pp | 33.27%-30.9pp | 145.39%-143.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,761 | $4,699-62.5% | $4,085-56.9% | $6,396-72.5% |
| Admin fee / account holder | $3,178 | $10,844-70.7% | $9,256-65.7% | $12,562-74.7% |