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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 | $13,656 | $201,370-93.2% | $184,256-92.6% | $145,897-90.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 3.36% | 29.05%-25.7pp | 28.85%-25.5pp | 552.29%-548.9pp |
| Employer contribution / active EE | $2,250 | $7,024-68.0% | $6,427-65.0% | $4,663-51.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,292,063 | $16,364+7795.7% | $13,899+9195.8% | $13,390+9549.2% |