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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 | $28,506 | $140,592-79.7% | $123,105-76.8% | $125,389-77.3% |
| Participation rate | 57.9% | 88.2%-30.3pp | 86.8%-28.9pp | 83.2%-25.3pp |
| Annual return | -3.69% | 16.80%-20.5pp | 13.22%-16.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,822 | $6,980-30.9% | $6,229-22.6% | $5,352-9.9% |
| Admin fee / account holder | $4,198 | $11,198-62.5% | $9,014-53.4% | $9,541-56.0% |