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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 | $16,146 | $78,682-79.5% | $109,188-85.2% | $85,851-81.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.7pp |
| Annual return | 6.20% | 25.09%-18.9pp | 25.76%-19.6pp | 318.63%-312.4pp |
| Employer contribution / active EE | $2,337 | $2,734-14.5% | $3,723-37.2% | $2,565-8.9% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $579 | $5,470-89.4% | $6,755-91.4% | $6,261-90.7% |