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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 | $8,649 | $56,200-84.6% | $67,653-87.2% | $59,633-85.5% |
| Participation rate | 69.8% | 71.5%-1.7pp | 75.7%-5.9pp | 68.7%+1.1pp |
| Annual return | -3.56% | 18506.71%-18510.3pp | 6625.22%-6628.8pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $4,132 | $1,615+155.9% | $2,266+82.4% | $2,203+87.6% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $670 | $3,959-83.1% | $4,821-86.1% | $4,297-84.4% |