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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 | $17,026 | $135,956-87.5% | $123,894-86.3% | $273,972-93.8% |
| Participation rate | 22.2% | 84.1%-61.8pp | 81.4%-59.2pp | 83.0%-60.8pp |
| Annual return | -25.40% | 56.63%-82.0pp | 47.52%-72.9pp | 41.46%-66.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,710 | $6,343-57.3% | $5,984-54.7% | $5,287-48.7% |
| Admin fee / account holder | $11,727 | $9,817+19.5% | $8,357+40.3% | $10,133+15.7% |