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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 | $14,203 | $78,682-81.9% | $109,188-87.0% | $85,851-83.5% |
| Participation rate | 65.5% | 68.3%-2.8pp | 75.9%-10.4pp | 69.3%-3.8pp |
| Annual return | 9.03% | 25.09%-16.1pp | 25.76%-16.7pp | 318.63%-309.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,305 | $3,468-33.5% | $4,654-50.5% | $3,952-41.7% |
| Admin fee / account holder | $549 | $5,470-90.0% | $6,755-91.9% | $6,261-91.2% |