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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 | $16,258 | $58,828-72.4% | $78,002-79.2% | $62,881-74.1% |
| Participation rate | 0.0% | 71.1%-71.1pp | 75.5%-75.5pp | 69.3%-69.3pp |
| Annual return | 3.09% | 17.16%-14.1pp | 425.99%-422.9pp | 20.14%-17.1pp |
| Employer contribution / active EE | $2,249 | $1,672+34.6% | $2,470-8.9% | $2,281-1.4% |
| Participant deferral / active EE | $4,362 | $2,686+62.4% | $3,497+24.7% | $3,203+36.2% |
| Admin fee / account holder | $444 | $4,393-89.9% | $5,481-91.9% | $4,296-89.7% |