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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 | $18,190 | $217,432-91.6% | $185,849-90.2% | $167,536-89.1% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | -5.14% | 148.42%-153.6pp | 122.10%-127.2pp | 478.82%-484.0pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,100 | $6,357+27.4% | $5,569+45.5% | $6,342+27.7% |
| Admin fee / account holder | $2,655 | $19,818-86.6% | $16,244-83.7% | $12,315-78.4% |