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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 | $11,084 | $107,733-89.7% | $92,985-88.1% | $154,746-92.8% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 6.19% | 30.39%-24.2pp | 27.99%-21.8pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,812 | $5,053-64.1% | $4,377-58.6% | $6,730-73.1% |
| Admin fee / account holder | $16,042 | $11,369+41.1% | $9,463+69.5% | $14,365+11.7% |