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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 | $24,972 | $202,342-87.7% | $172,752-85.5% | $152,897-83.7% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | -5.63% | 1029.83%-1035.5pp | 802.97%-808.6pp | 345.43%-351.1pp |
| Employer contribution / active EE | $2,806 | $5,858-52.1% | $5,144-45.4% | $4,764-41.1% |
| Participant deferral / active EE | $4,525 | $5,948-23.9% | $5,198-12.9% | $5,851-22.7% |
| Admin fee / account holder | $1,555 | $17,111-90.9% | $13,955-88.9% | $11,599-86.6% |