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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 | $11,121 | $100,792-89.0% | $86,691-87.2% | $134,509-91.7% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -20.67% | 29.08%-49.7pp | 35.94%-56.6pp | 418.13%-438.8pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,467 | $5,339+21.1% | $4,656+38.9% | $6,400+1.0% |
| Admin fee / account holder | $1,121 | $10,924-89.7% | $7,492-85.0% | $11,427-90.2% |