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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 | $3,658 | $178,174-97.9% | $156,181-97.7% | $137,256-97.3% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | -0.48% | 84.19%-84.7pp | 64.87%-65.3pp | 220.34%-220.8pp |
| Employer contribution / active EE | $7,533 | $4,972+51.5% | $4,294+75.4% | $4,156+81.3% |
| Participant deferral / active EE | $21,097 | $6,888+206.3% | $6,132+244.0% | $6,407+229.3% |
| Admin fee / account holder | $2,124,444 | $17,404+12106.6% | $14,586+14464.8% | $12,270+17213.9% |