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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 | $10,665 | $48,078-77.8% | $78,676-86.4% | $62,881-83.0% |
| Participation rate | 65.8% | 65.2%+0.6pp | 73.6%-7.8pp | 69.3%-3.5pp |
| Annual return | 2.74% | 31.36%-28.6pp | 62.19%-59.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,814 | $2,587-29.9% | $3,517-48.4% | $3,203-43.4% |
| Admin fee / account holder | $2,110 | $3,206-34.2% | $4,510-53.2% | $4,296-50.9% |