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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 | $9,122 | $148,582-93.9% | $135,942-93.3% | $139,456-93.5% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 5.70% | 79.26%-73.6pp | 68.28%-62.6pp | 373.45%-367.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,904 | $8,101+34.6% | $7,759+40.5% | $6,711+62.5% |
| Admin fee / account holder | $823,337 | $12,402+6538.6% | $10,764+7548.9% | $11,407+7117.8% |