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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 | $27 | $124,425-100.0% | $112,040-100.0% | $137,256-100.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 6.94% | 24.72%-17.8pp | 24.52%-17.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,690 | $3,411-50.5% | $2,954-42.8% | $4,156-59.3% |
| Participant deferral / active EE | $5,750 | $5,718+0.5% | $5,098+12.8% | $6,407-10.3% |
| Admin fee / account holder | $494,586 | $15,207+3152.5% | $12,098+3988.1% | $12,270+3930.8% |