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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 | $6,580 | $95,453-93.1% | $112,040-94.1% | $82,448-92.0% |
| Participation rate | 6.9% | 72.8%-65.9pp | 76.5%-69.6pp | 68.1%-61.2pp |
| Annual return | -100.62% | 23.92%-124.5pp | 24.52%-125.1pp | 41.64%-142.3pp |
| Employer contribution / active EE | $4,314 | $2,318+86.1% | $2,954+46.0% | $2,551+69.1% |
| Participant deferral / active EE | $2,018 | $4,224-52.2% | $5,098-60.4% | $4,139-51.3% |
| Admin fee / account holder | $50,510 | $9,013+460.4% | $12,098+317.5% | $7,234+598.2% |