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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 | $13,335 | $150,447-91.1% | $136,298-90.2% | $147,586-91.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 2.95% | 1049.15%-1046.2pp | 5156.27%-5153.3pp | 578.59%-575.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,718 | $6,631-43.9% | $6,247-40.5% | $5,439-31.6% |
| Admin fee / account holder | $58,631 | $10,906+437.6% | $9,244+534.3% | $10,886+438.6% |