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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 | $12,593 | $77,638-83.8% | $156,551-92.0% | $62,881-80.0% |
| Participation rate | 8.1% | 71.2%-63.1pp | 84.0%-75.9pp | 69.3%-61.2pp |
| Annual return | -4.10% | 50.33%-54.4pp | 32.23%-36.3pp | 20.14%-24.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,023 | $3,046-66.4% | $4,871-79.0% | $3,203-68.1% |
| Admin fee / account holder | $22,301 | $5,561+301.0% | $13,028+71.2% | $4,296+419.1% |