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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 | $10,320 | $66,431-84.5% | $109,916-90.6% | $85,851-88.0% |
| Participation rate | 48.7% | 63.9%-15.2pp | 74.2%-25.5pp | 69.3%-20.6pp |
| Annual return | 11.18% | 19.59%-8.4pp | 29.46%-18.3pp | 318.63%-307.5pp |
| Employer contribution / active EE | $0 | $1,688-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,168 | $2,844-58.9% | $4,047-71.1% | $3,952-70.4% |
| Admin fee / account holder | $6,034 | $4,559+32.4% | $6,069-0.6% | $6,261-3.6% |