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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 | $14,262 | $217,427-93.4% | $185,837-92.3% | $167,518-91.5% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | -0.14% | 148.39%-148.5pp | 122.08%-122.2pp | 478.71%-478.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $17,333 | $6,357+172.7% | $5,568+211.3% | $6,342+173.3% |
| Admin fee / account holder | $69,570 | $19,816+251.1% | $16,241+328.3% | $12,312+465.0% |