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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 | $10,325 | $165,399-93.8% | $149,745-93.1% | $158,982-93.5% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -0.45% | 348.34%-348.8pp | 276.72%-277.2pp | 302.99%-303.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,450 | $7,183+31.6% | $6,843+38.1% | $5,983+57.9% |
| Admin fee / account holder | $6,291 | $10,811-41.8% | $9,312-32.4% | $11,252-44.1% |