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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 | $11,819 | $167,362-92.9% | $143,799-91.8% | $134,532-91.2% |
| Participation rate | 59.1% | 84.8%-25.7pp | 80.3%-21.2pp | 81.2%-22.1pp |
| Annual return | -24.81% | 0.47%-25.3pp | -0.04%-24.8pp | 418.27%-443.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,785 | $6,447-25.8% | $5,638-15.1% | $6,401-25.2% |
| Admin fee / account holder | $774 | $18,094-95.7% | $14,677-94.7% | $11,429-93.2% |