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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 | $178,174-93.0% | $156,181-92.0% | $137,256-90.9% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | -5.14% | 84.19%-89.3pp | 64.87%-70.0pp | 220.34%-225.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,294 | $6,888-23.1% | $6,132-13.7% | $6,407-17.4% |
| Admin fee / account holder | $2,666 | $17,404-84.7% | $14,586-81.7% | $12,270-78.3% |