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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 | $1,161 | $114,013-99.0% | $103,693-98.9% | $155,188-99.3% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 0.58% | 49.31%-48.7pp | 47.61%-47.0pp | 148.84%-148.3pp |
| Employer contribution / active EE | $1,400 | $3,131-55.3% | $2,920-52.1% | $4,248-67.0% |
| Participant deferral / active EE | $1,400 | $4,970-71.8% | $4,579-69.4% | $6,531-78.6% |
| Admin fee / account holder | $195,923 | $8,407+2230.5% | $7,858+2393.3% | $14,480+1253.1% |