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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 | $1,850 | $132,634-98.6% | $115,768-98.4% | $137,256-98.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 6.25% | 160.70%-154.4pp | 100.46%-94.2pp | 220.34%-214.1pp |
| Employer contribution / active EE | $5,794 | $3,360+72.5% | $2,940+97.1% | $4,156+39.4% |
| Participant deferral / active EE | $10,271 | $5,619+82.8% | $4,917+108.9% | $6,407+60.3% |
| Admin fee / account holder | $481,701 | $15,028+3105.4% | $12,439+3772.4% | $12,270+3825.8% |