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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 | $240 | $98,776-99.8% | $149,745-99.8% | $79,856-99.7% |
| Participation rate | 14.5% | 75.8%-61.2pp | 82.5%-67.9pp | 69.6%-55.1pp |
| Annual return | -115.92% | 27.38%-143.3pp | 276.72%-392.6pp | 31.71%-147.6pp |
| Employer contribution / active EE | $3,104 | $3,217-3.5% | $4,646-33.2% | $2,471+25.6% |
| Participant deferral / active EE | $7,529 | $5,681+32.5% | $6,843+10.0% | $3,741+101.3% |
| Admin fee / account holder | $22,626 | $6,053+273.8% | $9,312+143.0% | $5,306+326.4% |