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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 | $5,419 | $105,623-94.9% | $87,502-93.8% | $273,972-98.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 73.8%-73.8pp | 83.0%-83.0pp |
| Annual return | -6.74% | 12.26%-19.0pp | 12.21%-19.0pp | 41.46%-48.2pp |
| Employer contribution / active EE | $1,346 | $3,141-57.1% | $2,550-47.2% | $4,869-72.4% |
| Participant deferral / active EE | $1,362 | $3,601-62.2% | $3,149-56.7% | $5,287-74.2% |
| Admin fee / account holder | $332 | $4,781-93.1% | $4,221-92.1% | $10,133-96.7% |