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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 | $12,372 | $106,923-88.4% | $84,023-85.3% | $152,909-91.9% |
| Participation rate | 65.2% | 75.3%-10.0pp | 69.0%-3.8pp | 82.5%-17.2pp |
| Annual return | -4.34% | 105.02%-109.4pp | 71.32%-75.7pp | 345.46%-349.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,762 | $4,013-6.3% | $3,239+16.1% | $5,851-35.7% |
| Admin fee / account holder | $752 | $8,289-90.9% | $6,102-87.7% | $11,601-93.5% |