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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 | $13,610 | $138,076-90.1% | $123,553-89.0% | $135,380-89.9% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -18.84% | 153.70%-172.5pp | 119.21%-138.0pp | 519.81%-538.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,920 | $6,800-27.6% | $6,426-23.4% | $5,609-12.3% |
| Admin fee / account holder | $2,444 | $10,917-77.6% | $9,284-73.7% | $10,828-77.4% |