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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 | $1,240 | $209,336-99.4% | $197,124-99.4% | $137,256-99.1% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 2.68% | 48.09%-45.4pp | 44.34%-41.7pp | 220.34%-217.7pp |
| Employer contribution / active EE | $3,786 | $6,591-42.6% | $6,227-39.2% | $4,156-8.9% |
| Participant deferral / active EE | $5,539 | $9,614-42.4% | $9,135-39.4% | $6,407-13.5% |
| Admin fee / account holder | $20,661 | $17,308+19.4% | $16,298+26.8% | $12,270+68.4% |