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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 | $10,434 | $64,311-83.8% | $57,356-81.8% | $125,389-91.7% |
| Participation rate | 68.2% | 78.6%-10.5pp | 75.1%-6.9pp | 83.2%-15.0pp |
| Annual return | -15.86% | 25.14%-41.0pp | 24.41%-40.3pp | 282.24%-298.1pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,613 | $3,846+71.9% | $3,162+109.2% | $5,352+23.6% |
| Admin fee / account holder | $937 | $5,243-82.1% | $3,357-72.1% | $9,541-90.2% |