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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 | $16,461 | $56,894-71.1% | $84,753-80.6% | $62,881-73.8% |
| Participation rate | 59.5% | 68.5%-9.0pp | 76.6%-17.1pp | 69.3%-9.8pp |
| Annual return | 4.01% | 6.30%-2.3pp | 22.78%-18.8pp | 20.14%-16.1pp |
| Employer contribution / active EE | $2,557 | $2,400+6.6% | $3,574-28.5% | $2,281+12.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,841 | $3,581-48.6% | $5,333-65.5% | $4,296-57.2% |