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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 | $28,147 | $94,529-70.2% | $140,019-79.9% | $64,181-56.1% |
| Participation rate | 30.4% | 84.1%-53.7pp | 87.5%-57.1pp | 69.6%-39.1pp |
| Annual return | -8.62% | 7.77%-16.4pp | 651.15%-659.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,970 | $5,250-24.4% | $6,927-42.7% | $3,470+14.4% |
| Admin fee / account holder | $5,803 | $6,741-13.9% | $10,705-45.8% | $4,887+18.7% |