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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 | $18 | $49,976-100.0% | $66,674-100.0% | $82,637-100.0% |
| Participation rate | 7.7% | 63.1%-55.4pp | 73.7%-66.0pp | 68.1%-60.4pp |
| Annual return | -111.50% | 39.09%-150.6pp | 321.24%-432.7pp | 53.51%-165.0pp |
| Employer contribution / active EE | $3,308 | $1,988+66.4% | $2,620+26.3% | $2,552+29.6% |
| Participant deferral / active EE | $7,498 | $2,847+163.4% | $4,084+83.6% | $4,126+81.7% |
| Admin fee / account holder | $26,170 | $4,594+469.7% | $5,098+413.3% | $7,339+256.6% |