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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 | $2,242 | $149,040-98.5% | $120,225-98.1% | $137,256-98.4% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 1.85% | 605.68%-603.8pp | 439.23%-437.4pp | 220.34%-218.5pp |
| Employer contribution / active EE | $3,636 | $4,350-16.4% | $3,475+4.6% | $4,156-12.5% |
| Participant deferral / active EE | $4,695 | $4,655+0.9% | $3,999+17.4% | $6,407-26.7% |
| Admin fee / account holder | $104,695 | $6,348+1549.3% | $5,696+1737.9% | $12,270+753.2% |