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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 | $8,368 | $209,336-96.0% | $197,124-95.8% | $137,256-93.9% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | -2.34% | 48.09%-50.4pp | 44.34%-46.7pp | 220.34%-222.7pp |
| Employer contribution / active EE | $1,927 | $6,591-70.8% | $6,227-69.1% | $4,156-53.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $382,599 | $17,308+2110.6% | $16,298+2247.5% | $12,270+3018.1% |