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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 | $114,013-99.8% | $103,693-99.8% | $155,188-99.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 3.64% | 49.31%-45.7pp | 47.61%-44.0pp | 148.84%-145.2pp |
| Employer contribution / active EE | $10,417 | $3,131+232.7% | $2,920+256.7% | $4,248+145.2% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $117,124 | $8,407+1293.2% | $7,858+1390.5% | $14,480+708.9% |