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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 | $2,921 | $96,388-97.0% | $80,627-96.4% | $139,466-97.9% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 6.09% | 1352.08%-1346.0pp | 936.76%-930.7pp | 373.66%-367.6pp |
| Employer contribution / active EE | $1,162 | $3,260-64.4% | $2,723-57.3% | $4,754-75.6% |
| Participant deferral / active EE | $1,684 | $5,224-67.8% | $4,443-62.1% | $6,712-74.9% |
| Admin fee / account holder | $11,176 | $6,603+69.3% | $5,381+107.7% | $11,409-2.0% |