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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 | $47 | $106,749-100.0% | $145,433-100.0% | $82,448-99.9% |
| Participation rate | 55.3% | 75.6%-20.4pp | 82.1%-26.9pp | 68.1%-12.8pp |
| Annual return | -96.21% | 27.59%-123.8pp | 66.58%-162.8pp | 41.64%-137.8pp |
| Employer contribution / active EE | $3,622 | $3,444+5.2% | $4,554-20.5% | $2,551+42.0% |
| Participant deferral / active EE | $6,896 | $6,519+5.8% | $7,897-12.7% | $4,139+66.6% |
| Admin fee / account holder | $18,460 | $8,390+120.0% | $13,129+40.6% | $7,234+155.2% |