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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 | $1,056 | $160,028-99.3% | $147,080-99.3% | $145,884-99.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 7.57% | 98.60%-91.0pp | 420.17%-412.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $3,555 | $5,286-32.7% | $4,933-27.9% | $4,662-23.7% |
| Participant deferral / active EE | $22,167 | $8,422+163.2% | $8,066+174.8% | $6,690+231.4% |
| Admin fee / account holder | $702,281 | $15,030+4572.5% | $12,989+5306.8% | $13,392+5144.1% |