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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 | $15,721 | $183,592-91.4% | $155,574-89.9% | $145,877-89.2% |
| Participation rate | 23.8% | 82.7%-58.9pp | 78.2%-54.4pp | 80.3%-56.5pp |
| Annual return | 2.51% | 61.37%-58.9pp | 64.87%-62.4pp | 551.28%-548.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,132 | $6,466-51.6% | $5,629-44.4% | $6,691-53.2% |
| Admin fee / account holder | $10,533 | $19,316-45.5% | $15,914-33.8% | $13,402-21.4% |