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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 | $22,357 | $77,472-71.1% | $100,415-77.7% | $80,959-72.4% |
| Participation rate | 41.9% | 76.9%-35.0pp | 81.5%-39.6pp | 67.7%-25.7pp |
| Annual return | 8.18% | 37.26%-29.1pp | 49.47%-41.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,446 | $6,818-5.4% | $8,091-20.3% | $4,300+49.9% |
| Admin fee / account holder | $1,940 | $5,885-67.0% | $7,906-75.5% | $6,925-72.0% |