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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 | $2,714 | $105,145-97.4% | $94,664-97.1% | $139,466-98.1% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 4.44% | 38.09%-33.6pp | 156.84%-152.4pp | 373.66%-369.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,323 | $7,599-56.3% | $7,417-55.2% | $6,712-50.5% |
| Admin fee / account holder | $55,305 | $8,972+516.4% | $7,222+665.8% | $11,409+384.8% |