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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 | $11 | $76,550-100.0% | $123,894-100.0% | $62,881-100.0% |
| Participation rate | 12.1% | 73.0%-60.9pp | 81.4%-69.3pp | 69.3%-57.2pp |
| Annual return | -113.42% | 18.67%-132.1pp | 47.52%-160.9pp | 20.14%-133.6pp |
| Employer contribution / active EE | $6,685 | $2,882+131.9% | $4,617+44.8% | $2,281+193.1% |
| Participant deferral / active EE | $14,491 | $4,840+199.4% | $5,984+142.2% | $3,203+352.4% |
| Admin fee / account holder | $18,659 | $4,826+286.7% | $8,357+123.3% | $4,296+334.4% |