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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 | $19,208 | $76,551-74.9% | $123,894-84.5% | $62,881-69.5% |
| Participation rate | 39.3% | 73.0%-33.7pp | 81.4%-42.1pp | 69.3%-30.0pp |
| Annual return | 3.80% | 18.68%-14.9pp | 47.52%-43.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,980 | $4,840-38.4% | $5,984-50.2% | $3,203-7.0% |
| Admin fee / account holder | $5,030 | $4,826+4.2% | $8,357-39.8% | $4,296+17.1% |