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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 | $12,690 | $211,946-94.0% | $169,452-92.5% | $135,379-90.6% |
| Participation rate | 53.8% | 82.6%-28.8pp | 77.8%-23.9pp | 82.6%-28.8pp |
| Annual return | -16.91% | 3.26%-20.2pp | 1.83%-18.7pp | 519.79%-536.7pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,223 | $6,075-46.9% | $5,277-38.9% | $5,609-42.5% |
| Admin fee / account holder | $810 | $11,472-92.9% | $9,110-91.1% | $10,828-92.5% |