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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 | $19,082 | $71,230-73.2% | $93,727-79.6% | $80,959-76.4% |
| Participation rate | 17.6% | 60.4%-42.8pp | 68.7%-51.1pp | 67.7%-50.1pp |
| Annual return | 8.57% | 11.26%-2.7pp | 133.83%-125.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,341 | $4,037-66.8% | $4,417-69.6% | $4,300-68.8% |
| Admin fee / account holder | $827 | $6,961-88.1% | $8,292-90.0% | $6,925-88.1% |