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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 | $749 | $117,859-99.4% | $102,438-99.3% | $145,959-99.5% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | -0.82% | 31.72%-32.5pp | 29.37%-30.2pp | 561.95%-562.8pp |
| Employer contribution / active EE | $4,450 | $3,615+23.1% | $3,024+47.2% | $4,661-4.5% |
| Participant deferral / active EE | $3,740 | $5,732-34.8% | $5,054-26.0% | $6,689-44.1% |
| Admin fee / account holder | $1,462,464 | $13,318+10881.1% | $9,448+15379.5% | $13,398+10815.7% |