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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 | $1,902 | $154,228-98.8% | $145,433-98.7% | $137,256-98.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | -10.59% | 74.59%-85.2pp | 66.58%-77.2pp | 220.34%-230.9pp |
| Employer contribution / active EE | $2,250 | $4,804-53.2% | $4,554-50.6% | $4,156-45.9% |
| Participant deferral / active EE | $5,644 | $8,216-31.3% | $7,897-28.5% | $6,407-11.9% |
| Admin fee / account holder | $50,989 | $14,344+255.5% | $13,129+288.4% | $12,270+315.6% |