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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 | $956 | $183,539-99.5% | $155,556-99.4% | $145,897-99.3% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 7.81% | 61.31%-53.5pp | 64.84%-57.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $3,170 | $5,315-40.4% | $4,675-32.2% | $4,663-32.0% |
| Participant deferral / active EE | $6,235 | $6,467-3.6% | $5,631+10.7% | $6,689-6.8% |
| Admin fee / account holder | $7,439 | $19,275-61.4% | $15,885-53.2% | $13,390-44.4% |