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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 | $24 | $77,814-100.0% | $158,223-100.0% | $86,983-100.0% |
| Participation rate | 4.0% | 68.4%-64.4pp | 79.2%-75.2pp | 69.5%-65.5pp |
| Annual return | -146.59% | 30.54%-177.1pp | 52.09%-198.7pp | 25.83%-172.4pp |
| Employer contribution / active EE | $1,082 | $2,592-58.2% | $4,109-73.7% | $2,584-58.1% |
| Participant deferral / active EE | $2,218 | $3,270-32.2% | $5,467-59.4% | $4,194-47.1% |
| Admin fee / account holder | $11,048 | $5,879+87.9% | $16,047-31.2% | $7,856+40.6% |