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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 | $21,125 | $81,446-74.1% | $103,374-79.6% | $80,874-73.9% |
| Participation rate | 30.3% | 66.9%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 3.72% | 25.57%-21.8pp | 24.89%-21.2pp | 35.62%-31.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,276 | $3,870-41.2% | $5,058-55.0% | $4,297-47.0% |
| Admin fee / account holder | $2,153 | $6,715-67.9% | $8,394-74.4% | $6,935-69.0% |