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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 | $18,682 | $71,215-73.8% | $93,696-80.1% | $80,935-76.9% |
| Participation rate | 45.2% | 60.4%-15.2pp | 68.7%-23.6pp | 67.7%-22.5pp |
| Annual return | 9.14% | 11.27%-2.1pp | 133.74%-124.6pp | 35.66%-26.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,625 | $4,037-59.7% | $4,417-63.2% | $4,299-62.2% |
| Admin fee / account holder | $4,585 | $6,958-34.1% | $8,287-44.7% | $6,924-33.8% |