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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 | $9,526 | $211,239-95.5% | $178,528-94.7% | $145,877-93.5% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 3.90% | 30.22%-26.3pp | 27.11%-23.2pp | 551.28%-547.4pp |
| Employer contribution / active EE | $1,789 | $4,570-60.9% | $3,950-54.7% | $4,663-61.6% |
| Participant deferral / active EE | $3,718 | $6,963-46.6% | $6,278-40.8% | $6,691-44.4% |
| Admin fee / account holder | $3,092 | $12,095-74.4% | $10,419-70.3% | $13,402-76.9% |