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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 | $353 | $166,242-99.8% | $165,071-99.8% | $145,884-99.8% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | -107.71% | 100.44%-208.2pp | 70.17%-177.9pp | 551.85%-659.6pp |
| Employer contribution / active EE | $2,876 | $5,283-45.6% | $4,347-33.9% | $4,662-38.3% |
| Participant deferral / active EE | $3,078 | $6,964-55.8% | $6,035-49.0% | $6,690-54.0% |
| Admin fee / account holder | $3,814 | $16,658-77.1% | $12,695-70.0% | $13,392-71.5% |