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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 | $12,792 | $127,386-90.0% | $115,037-88.9% | $125,388-89.8% |
| Participation rate | 53.3% | 84.2%-30.8pp | 81.4%-28.0pp | 83.2%-29.9pp |
| Annual return | -5.02% | 31.28%-36.3pp | 26.14%-31.2pp | 282.24%-287.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,976 | $6,423-38.1% | $6,026-34.0% | $5,352-25.7% |
| Admin fee / account holder | $1,989 | $9,516-79.1% | $8,175-75.7% | $9,541-79.2% |