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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 | $17,991 | $80,985-77.8% | $96,576-81.4% | $75,181-76.1% |
| Participation rate | 69.0% | 71.8%-2.8pp | 76.0%-7.0pp | 67.2%+1.8pp |
| Annual return | 9.44% | 27.05%-17.6pp | 25.87%-16.4pp | 160.69%-151.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,812 | $3,929-28.4% | $4,851-42.0% | $4,126-31.9% |
| Admin fee / account holder | $12,087 | $6,719+79.9% | $8,253+46.5% | $5,650+113.9% |