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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 | $15,266 | $138,072-88.9% | $123,549-87.6% | $135,382-88.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -13.19% | 153.69%-166.9pp | 119.20%-132.4pp | 519.77%-533.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,694 | $6,799-60.4% | $6,426-58.1% | $5,609-52.0% |
| Admin fee / account holder | $1,463 | $10,917-86.6% | $9,284-84.2% | $10,829-86.5% |