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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 | $3,994 | $175,231-97.7% | $149,696-97.3% | $139,466-97.1% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 0.10% | 166.77%-166.7pp | 134.46%-134.4pp | 373.66%-373.6pp |
| Employer contribution / active EE | $3,476 | $5,478-36.5% | $4,821-27.9% | $4,754-26.9% |
| Participant deferral / active EE | $12,382 | $6,521+89.9% | $5,682+117.9% | $6,712+84.5% |
| Admin fee / account holder | $92,700 | $16,155+473.8% | $13,212+601.6% | $11,409+712.5% |