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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 | $13,745 | $183,539-92.5% | $155,556-91.2% | $145,897-90.6% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | -7.07% | 61.31%-68.4pp | 64.84%-71.9pp | 552.29%-559.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,845 | $6,467-56.0% | $5,631-49.5% | $6,689-57.5% |
| Admin fee / account holder | $1,632 | $19,275-91.5% | $15,885-89.7% | $13,390-87.8% |