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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 | $19,823 | $113,941-82.6% | $94,229-79.0% | $125,389-84.2% |
| Participation rate | 23.8% | 82.9%-59.1pp | 78.8%-55.0pp | 83.2%-59.4pp |
| Annual return | -6.31% | 5.29%-11.6pp | 10.68%-17.0pp | 282.24%-288.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,572 | $5,179-50.3% | $4,320-40.5% | $5,352-51.9% |
| Admin fee / account holder | $23,448 | $8,392+179.4% | $6,269+274.0% | $9,541+145.8% |