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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 | $12,768 | $138,075-90.8% | $123,552-89.7% | $135,379-90.6% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -21.82% | 153.70%-175.5pp | 119.20%-141.0pp | 519.79%-541.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,249 | $6,800-66.9% | $6,426-65.0% | $5,609-59.9% |
| Admin fee / account holder | $2,249 | $10,917-79.4% | $9,285-75.8% | $10,828-79.2% |