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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 | $18,403 | $178,174-89.7% | $156,181-88.2% | $137,256-86.6% |
| Participation rate | 28.6% | 82.0%-53.5pp | 78.8%-50.3pp | 80.0%-51.4pp |
| Annual return | 0.80% | 84.19%-83.4pp | 64.87%-64.1pp | 220.34%-219.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,272 | $6,888-8.9% | $6,132+2.3% | $6,407-2.1% |
| Admin fee / account holder | $36,733 | $17,404+111.1% | $14,586+151.8% | $12,270+199.4% |