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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 | $72,071-98.4% | $68,368-98.3% | $137,256-99.2% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 0.58% | 353.14%-352.6pp | 292.57%-292.0pp | 220.34%-219.8pp |
| Employer contribution / active EE | $1,400 | $2,788-49.8% | $2,649-47.1% | $4,156-66.3% |
| Participant deferral / active EE | $1,400 | $4,410-68.3% | $4,123-66.0% | $6,407-78.1% |
| Admin fee / account holder | $195,923 | $5,336+3572.0% | $5,150+3704.5% | $12,270+1496.7% |