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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 | $16,525 | $154,209-89.3% | $130,062-87.3% | $139,487-88.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 5.56% | 32.52%-27.0pp | -137.37%+142.9pp | 373.84%-368.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,467 | $6,709-63.2% | $5,821-57.6% | $6,713-63.2% |
| Admin fee / account holder | $203,735 | $13,988+1356.5% | $10,601+1821.9% | $11,407+1686.0% |