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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 | $19,931 | $209,336-90.5% | $197,124-89.9% | $137,256-85.5% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 11.33% | 48.09%-36.8pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,503 | $6,591-77.2% | $6,227-75.9% | $4,156-63.8% |
| Participant deferral / active EE | $3,867 | $9,614-59.8% | $9,135-57.7% | $6,407-39.6% |
| Admin fee / account holder | $30,857 | $17,308+78.3% | $16,298+89.3% | $12,270+151.5% |