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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 | $18,951 | $217,432-91.3% | $185,849-89.8% | $167,536-88.7% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 4.80% | 148.42%-143.6pp | 122.10%-117.3pp | 478.82%-474.0pp |
| Employer contribution / active EE | $6,133 | $5,875+4.4% | $5,169+18.7% | $4,839+26.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,292 | $19,818-88.4% | $16,244-85.9% | $12,315-81.4% |