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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 | $0 | $122,063-100.0% | $184,256-100.0% | $74,478-100.0% |
| Participation rate | 4.2% | 85.5%-81.3pp | 86.8%-82.6pp | 67.2%-63.0pp |
| Annual return | -110.46% | 19.92%-130.4pp | 28.85%-139.3pp | 1370.56%-1481.0pp |
| Employer contribution / active EE | $3,660 | $4,539-19.4% | $6,427-43.1% | $2,626+39.4% |
| Participant deferral / active EE | $6,050 | $7,144-15.3% | $9,133-33.8% | $4,350+39.1% |
| Admin fee / account holder | $130,985 | $1,253+10356.2% | $13,899+842.4% | $1,946+6631.7% |