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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 | $30,503 | $223,823-86.4% | $211,142-85.6% | $154,746-80.3% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | -9.09% | 50.39%-59.5pp | 46.84%-55.9pp | 172.34%-181.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,512 | $9,750-33.2% | $9,284-29.9% | $6,730-3.2% |
| Admin fee / account holder | $28,160 | $19,707+42.9% | $19,076+47.6% | $14,365+96.0% |