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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 | $209,336-99.6% | $197,124-99.5% | $137,256-99.4% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | -5.93% | 48.09%-54.0pp | 44.34%-50.3pp | 220.34%-226.3pp |
| Employer contribution / active EE | $5,055 | $6,591-23.3% | $6,227-18.8% | $4,156+21.6% |
| Participant deferral / active EE | $20,045 | $9,614+108.5% | $9,135+119.4% | $6,407+212.9% |
| Admin fee / account holder | $39,845 | $17,308+130.2% | $16,298+144.5% | $12,270+224.7% |