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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 | $15,171 | $100,784-84.9% | $191,597-92.1% | $82,637-81.6% |
| Participation rate | 68.3% | 70.5%-2.2pp | 76.9%-8.6pp | 68.1%+0.2pp |
| Annual return | 11.05% | 18.13%-7.1pp | 27.07%-16.0pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $5,025-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,048 | $4,937-58.5% | $6,850-70.1% | $4,126-50.4% |
| Admin fee / account holder | $4,333 | $10,062-56.9% | $22,799-81.0% | $7,339-41.0% |