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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 | $14,773 | $153,769-90.4% | $133,975-89.0% | $273,972-94.6% |
| Participation rate | 52.4% | 88.4%-36.0pp | 87.1%-34.7pp | 83.0%-30.6pp |
| Annual return | -9.38% | 36.51%-45.9pp | 29.29%-38.7pp | 41.46%-50.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,210 | $6,958-25.1% | $6,282-17.1% | $5,287-1.5% |
| Admin fee / account holder | $1,724 | $11,765-85.3% | $9,324-81.5% | $10,133-83.0% |