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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 | $4,624 | $127,387-96.4% | $115,038-96.0% | $125,389-96.3% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -10.54% | 31.28%-41.8pp | 26.14%-36.7pp | 282.24%-292.8pp |
| Employer contribution / active EE | $2,670 | $5,166-48.3% | $4,608-42.1% | $4,866-45.1% |
| Participant deferral / active EE | $2,670 | $6,423-58.4% | $6,026-55.7% | $5,352-50.1% |
| Admin fee / account holder | $2,720 | $9,516-71.4% | $8,175-66.7% | $9,541-71.5% |