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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 | $99 | $183,516-99.9% | $155,534-99.9% | $145,884-99.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.30% | 61.43%-53.1pp | 64.92%-56.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,436 | $5,315-73.0% | $4,675-69.3% | $4,662-69.2% |
| Participant deferral / active EE | $3,720 | $6,467-42.5% | $5,630-33.9% | $6,690-44.4% |
| Admin fee / account holder | $374,029 | $19,293+1838.6% | $15,900+2252.4% | $13,392+2693.0% |