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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 | $892 | $212,386-99.6% | $199,883-99.6% | $138,895-99.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | -5.93% | 47.75%-53.7pp | 43.81%-49.7pp | 145.39%-151.3pp |
| Employer contribution / active EE | $5,055 | $6,625-23.7% | $6,261-19.3% | $4,194+20.5% |
| Participant deferral / active EE | $20,045 | $9,617+108.4% | $9,138+119.3% | $6,396+213.4% |
| Admin fee / account holder | $39,845 | $18,233+118.5% | $17,268+130.7% | $12,562+217.2% |