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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 | $20,975 | $171,867-87.8% | $149,721-86.0% | $147,586-85.8% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | -0.16% | 2113.36%-2113.5pp | 1501.67%-1501.8pp | 578.59%-578.8pp |
| Employer contribution / active EE | $2,166 | $6,275-65.5% | $5,444-60.2% | $4,876-55.6% |
| Participant deferral / active EE | $2,975 | $7,270-59.1% | $6,568-54.7% | $5,439-45.3% |
| Admin fee / account holder | $13,368 | $13,799-3.1% | $11,282+18.5% | $10,886+22.8% |