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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 | $3,984 | $197,637-98.0% | $177,848-97.8% | $158,982-97.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | -0.02% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,390 | $6,698-64.3% | $5,919-59.6% | $4,763-49.8% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,983+117.3% |
| Admin fee / account holder | $165,499 | $15,406+974.2% | $12,431+1231.3% | $11,252+1370.9% |