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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 | $6,422 | $211,946-97.0% | $169,452-96.2% | $135,380-95.3% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -34.83% | 3.26%-38.1pp | 1.83%-36.7pp | 519.81%-554.6pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,856 | $6,075+62.2% | $5,277+86.8% | $5,609+75.7% |
| Admin fee / account holder | $321 | $11,472-97.2% | $9,110-96.5% | $10,828-97.0% |