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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 | $10,376 | $127,386-91.9% | $115,037-91.0% | $125,388-91.7% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -11.69% | 31.28%-43.0pp | 26.14%-37.8pp | 282.24%-293.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,687 | $6,423+50.8% | $6,026+60.7% | $5,352+81.0% |
| Admin fee / account holder | $4,961 | $9,516-47.9% | $8,175-39.3% | $9,541-48.0% |