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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 | $27,137 | $180,462-85.0% | $154,111-82.4% | $135,379-80.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -10.38% | 888.17%-898.6pp | 735.18%-745.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $1,858 | $6,036-69.2% | $5,298-64.9% | $4,779-61.1% |
| Participant deferral / active EE | $2,479 | $5,806-57.3% | $5,081-51.2% | $5,609-55.8% |
| Admin fee / account holder | $3,871 | $16,145-76.0% | $13,411-71.1% | $10,828-64.2% |