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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 | $12,457 | $199,109-93.7% | $173,730-92.8% | $154,746-92.0% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | -5.14% | 20.02%-25.2pp | 19.96%-25.1pp | 172.34%-177.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,294 | $7,113-25.6% | $6,326-16.3% | $6,730-21.3% |
| Admin fee / account holder | $2,666 | $20,916-87.3% | $17,523-84.8% | $14,365-81.4% |