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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 | $2 | $82,674-100.0% | $125,363-100.0% | $68,495-100.0% |
| Participation rate | 57.4% | 75.0%-17.7pp | 82.4%-25.0pp | 67.9%-10.5pp |
| Annual return | -109.76% | -5.97%-103.8pp | 572.15%-681.9pp | -7.84%-101.9pp |
| Employer contribution / active EE | $2,217 | $3,382-34.4% | $4,815-54.0% | $2,596-14.6% |
| Participant deferral / active EE | $5,812 | $6,111-4.9% | $7,447-22.0% | $4,028+44.3% |
| Admin fee / account holder | $2,034 | $6,276-67.6% | $10,005-79.7% | $5,403-62.4% |