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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 | $10,321 | $127,386-91.9% | $115,037-91.0% | $125,388-91.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -6.33% | 31.28%-37.6pp | 26.14%-32.5pp | 282.24%-288.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,979 | $6,423-69.2% | $6,026-67.2% | $5,352-63.0% |
| Admin fee / account holder | $508 | $9,516-94.7% | $8,175-93.8% | $9,541-94.7% |