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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 | $19 | $111,787-100.0% | $93,681-100.0% | $145,978-100.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 6.50% | 203.52%-197.0pp | 133.47%-127.0pp | 550.52%-544.0pp |
| Employer contribution / active EE | $1,173 | $3,093-62.1% | $2,422-51.6% | $4,662-74.8% |
| Participant deferral / active EE | $3,125 | $4,918-36.5% | $4,415-29.2% | $6,690-53.3% |
| Admin fee / account holder | $624,406 | $10,256+5988.2% | $8,290+7432.1% | $13,400+4559.6% |