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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 | $7,953 | $117,829-93.3% | $102,423-92.2% | $145,877-94.5% |
| Participation rate | 8.3% | 78.6%-70.3pp | 76.5%-68.2pp | 80.3%-72.0pp |
| Annual return | 1.58% | 31.83%-30.3pp | 29.42%-27.8pp | 551.28%-549.7pp |
| Employer contribution / active EE | $2,335 | $3,615-35.4% | $3,023-22.8% | $4,663-49.9% |
| Participant deferral / active EE | $5,191 | $5,732-9.4% | $5,054+2.7% | $6,691-22.4% |
| Admin fee / account holder | $860,317 | $13,335+6351.5% | $9,455+8999.5% | $13,402+6319.2% |