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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 | $938 | $81,696-98.9% | $70,494-98.7% | $158,982-99.4% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 0.08% | 208.70%-208.6pp | 109.16%-109.1pp | 302.99%-302.9pp |
| Employer contribution / active EE | $665 | $3,220-79.4% | $2,738-75.7% | $4,763-86.0% |
| Participant deferral / active EE | $6,644 | $4,558+45.8% | $3,711+79.1% | $5,983+11.0% |
| Admin fee / account holder | $131,889 | $6,200+2027.4% | $3,848+3327.6% | $11,252+1072.2% |