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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 | $26,979 | $180,462-85.1% | $154,111-82.5% | $135,379-80.1% |
| Participation rate | 30.0% | 87.4%-57.4pp | 83.0%-53.0pp | 82.6%-52.6pp |
| Annual return | -23.24% | 888.17%-911.4pp | 735.18%-758.4pp | 519.79%-543.0pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,849 | $5,806-16.5% | $5,081-4.6% | $5,609-13.5% |
| Admin fee / account holder | $968 | $16,145-94.0% | $13,411-92.8% | $10,828-91.1% |