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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 | $7,078 | $183,516-96.1% | $155,534-95.4% | $145,884-95.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 0.33% | 61.43%-61.1pp | 64.92%-64.6pp | 551.85%-551.5pp |
| Employer contribution / active EE | $2,631 | $5,315-50.5% | $4,675-43.7% | $4,662-43.6% |
| Participant deferral / active EE | $4,423 | $6,467-31.6% | $5,630-21.4% | $6,690-33.9% |
| Admin fee / account holder | $187,111 | $19,293+869.8% | $15,900+1076.8% | $13,392+1297.2% |