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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 | $14,069 | $211,288-93.3% | $178,540-92.1% | $145,884-90.4% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | -8.04% | 30.27%-38.3pp | 27.15%-35.2pp | 551.85%-559.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,916 | $6,967-58.1% | $6,281-53.6% | $6,690-56.4% |
| Admin fee / account holder | $18,826 | $12,105+55.5% | $10,424+80.6% | $13,392+40.6% |