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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 | $15,087 | $211,946-92.9% | $169,452-91.1% | $135,380-88.9% |
| Participation rate | 62.5% | 82.6%-20.1pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -15.64% | 3.26%-18.9pp | 1.83%-17.5pp | 519.81%-535.4pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,926 | $6,075+14.0% | $5,277+31.2% | $5,609+23.5% |
| Admin fee / account holder | $1,838 | $11,472-84.0% | $9,110-79.8% | $10,828-83.0% |