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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 | $14 | $88,710-100.0% | $81,783-100.0% | $145,959-100.0% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | -88.89% | 1027.26%-1116.1pp | 775.05%-863.9pp | 561.95%-650.8pp |
| Employer contribution / active EE | $1,386 | $3,083-55.1% | $2,913-52.4% | $4,661-70.3% |
| Participant deferral / active EE | $11,133 | $4,645+139.7% | $4,320+157.7% | $6,689+66.4% |
| Admin fee / account holder | $323,943 | $8,407+3753.1% | $7,380+4289.5% | $13,398+2317.9% |