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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 | $5,748 | $209,336-97.3% | $197,124-97.1% | $137,256-95.8% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | -3.80% | 48.09%-51.9pp | 44.34%-48.1pp | 220.34%-224.1pp |
| Employer contribution / active EE | $1,637 | $6,591-75.2% | $6,227-73.7% | $4,156-60.6% |
| Participant deferral / active EE | $7,750 | $9,614-19.4% | $9,135-15.2% | $6,407+21.0% |
| Admin fee / account holder | $1,475,000 | $17,308+8422.2% | $16,298+8950.2% | $12,270+11921.0% |