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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 | $841 | $183,592-99.5% | $155,574-99.5% | $145,877-99.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 7.01% | 61.37%-54.4pp | 64.87%-57.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,898 | $5,317-64.3% | $4,676-59.4% | $4,663-59.3% |
| Participant deferral / active EE | $11,667 | $6,466+80.4% | $5,629+107.2% | $6,691+74.4% |
| Admin fee / account holder | $836,872 | $19,316+4232.6% | $15,914+5158.6% | $13,402+6144.3% |