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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 | $7,781 | $81,331-90.4% | $155,534-95.0% | $80,935-90.4% |
| Participation rate | 34.5% | 66.3%-31.8pp | 78.2%-43.7pp | 67.7%-33.2pp |
| Annual return | 10.08% | 33.37%-23.3pp | 64.92%-54.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,958 | $3,454-43.3% | $5,630-65.2% | $4,299-54.5% |
| Admin fee / account holder | $1,968 | $7,999-75.4% | $15,900-87.6% | $6,924-71.6% |