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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 | $15,620 | $167,362-90.7% | $143,799-89.1% | $134,532-88.4% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -25.25% | 0.47%-25.7pp | -0.04%-25.2pp | 418.27%-443.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,272 | $6,447-64.8% | $5,638-59.7% | $6,401-64.5% |
| Admin fee / account holder | $1,391 | $18,094-92.3% | $14,677-90.5% | $11,429-87.8% |