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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 | $12,428 | $127,387-90.2% | $115,038-89.2% | $125,389-90.1% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | -15.92% | 31.28%-47.2pp | 26.14%-42.1pp | 282.24%-298.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,545 | $6,423-29.2% | $6,026-24.6% | $5,352-15.1% |
| Admin fee / account holder | $790 | $9,516-91.7% | $8,175-90.3% | $9,541-91.7% |