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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 | $22,159 | $167,522-86.8% | $151,639-85.4% | $134,532-83.5% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.5%-32.9pp | 81.2%-26.7pp |
| Annual return | -33.94% | 7.81%-41.8pp | 3.34%-37.3pp | 418.27%-452.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,459 | $8,986-39.3% | $8,363-34.7% | $6,401-14.7% |
| Admin fee / account holder | $3,307 | $13,780-76.0% | $11,613-71.5% | $11,429-71.1% |