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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 | $2,766 | $100,262-97.2% | $81,370-96.6% | $145,897-98.1% |
| Participation rate | 12.5% | 74.3%-61.8pp | 69.5%-57.0pp | 80.3%-67.8pp |
| Annual return | -4.76% | 34.52%-39.3pp | 24.85%-29.6pp | 552.29%-557.1pp |
| Employer contribution / active EE | $3,240 | $2,979+8.8% | $2,464+31.5% | $4,663-30.5% |
| Participant deferral / active EE | $2,171 | $4,612-52.9% | $3,885-44.1% | $6,689-67.5% |
| Admin fee / account holder | $3,133 | $8,163-61.6% | $5,749-45.5% | $13,390-76.6% |