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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 | $6,044 | $100,911-94.0% | $90,440-93.3% | $158,966-96.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -12.63% | 1726.62%-1739.2pp | 1294.38%-1307.0pp | 302.95%-315.6pp |
| Employer contribution / active EE | $522 | $3,690-85.9% | $3,263-84.0% | $4,762-89.0% |
| Participant deferral / active EE | $6,500 | $4,348+49.5% | $3,964+64.0% | $5,983+8.6% |
| Admin fee / account holder | $25,060 | $6,507+285.1% | $5,615+346.3% | $11,250+122.8% |