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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 | $213 | $96,643-99.8% | $86,617-99.8% | $139,456-99.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 8.50% | 106.57%-98.1pp | 591.91%-583.4pp | 373.45%-364.9pp |
| Employer contribution / active EE | $1,029 | $3,264-68.5% | $3,023-66.0% | $4,753-78.4% |
| Participant deferral / active EE | $3,074 | $4,835-36.4% | $4,437-30.7% | $6,711-54.2% |
| Admin fee / account holder | $29,041 | $6,406+353.3% | $5,613+417.4% | $11,407+154.6% |