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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 | $1,086 | $51,708-97.9% | $106,619-99.0% | $62,881-98.3% |
| Participation rate | 64.7% | 66.9%-2.2pp | 78.0%-13.3pp | 69.3%-4.6pp |
| Annual return | -6995.05% | 4.69%-6999.7pp | 9.42%-7004.5pp | 20.14%-7015.2pp |
| Employer contribution / active EE | $34,765 | $1,764+1871.2% | $3,947+780.8% | $2,281+1424.2% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16,337 | $3,349+387.8% | $6,418+154.5% | $4,296+280.3% |