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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 | $1,732 | $108,882-98.4% | $96,754-98.2% | $154,746-98.9% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 6.05% | 98.39%-92.3pp | 82.04%-76.0pp | 172.34%-166.3pp |
| Employer contribution / active EE | $1,738 | $3,018-42.4% | $2,679-35.1% | $4,379-60.3% |
| Participant deferral / active EE | $2,897 | $5,323-45.6% | $4,758-39.1% | $6,730-57.0% |
| Admin fee / account holder | $49,571 | $10,200+386.0% | $8,905+456.7% | $14,365+245.1% |