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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 | $1,239 | $201,259-99.4% | $184,200-99.3% | $145,959-99.2% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 8.11% | 28.98%-20.9pp | 28.80%-20.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,000 | $9,806-49.0% | $9,132-45.2% | $6,689-25.2% |
| Admin fee / account holder | $18,462 | $16,372+12.8% | $13,907+32.8% | $13,398+37.8% |