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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 | $1 | $85,766-100.0% | $136,298-100.0% | $70,126-100.0% |
| Participation rate | 25.8% | 74.2%-48.3pp | 81.9%-56.1pp | 69.5%-43.7pp |
| Annual return | -119.29% | 31.46%-150.7pp | 5156.27%-5275.6pp | 73.15%-192.4pp |
| Employer contribution / active EE | $1,667 | $2,966-43.8% | $4,696-64.5% | $2,343-28.8% |
| Participant deferral / active EE | $2,922 | $5,051-42.2% | $6,247-53.2% | $3,332-12.3% |
| Admin fee / account holder | $5,062 | $5,421-6.6% | $9,244-45.2% | $4,645+9.0% |