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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 | $4,422 | $87,540-94.9% | $75,781-94.2% | $125,392-96.5% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | -5.50% | 13.48%-19.0pp | 9.68%-15.2pp | 282.23%-287.7pp |
| Employer contribution / active EE | $2,930 | $3,930-25.5% | $3,323-11.8% | $4,866-39.8% |
| Participant deferral / active EE | $3,979 | $4,229-5.9% | $3,651+9.0% | $5,351-25.7% |
| Admin fee / account holder | $3,455 | $6,502-46.9% | $5,299-34.8% | $9,541-63.8% |