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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 | $251 | $70,366-99.6% | $66,674-99.6% | $138,895-99.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 3.64% | 386.41%-382.8pp | 321.24%-317.6pp | 145.39%-141.8pp |
| Employer contribution / active EE | $10,417 | $2,765+276.7% | $2,620+297.6% | $4,194+148.4% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $117,124 | $5,262+2125.6% | $5,098+2197.4% | $12,562+832.4% |