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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 | $183,627-92.5% | $155,602-91.2% | $145,978-90.6% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | -7.07% | 61.32%-68.4pp | 64.81%-71.9pp | 550.52%-557.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,845 | $6,466-56.0% | $5,629-49.5% | $6,690-57.5% |
| Admin fee / account holder | $1,632 | $19,327-91.6% | $15,923-89.8% | $13,400-87.8% |