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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 | $10,310 | $95,188-89.2% | $76,518-86.5% | $135,379-92.4% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.0%-68.0pp | 82.6%-82.6pp |
| Annual return | -22.56% | 4.85%-27.4pp | -0.27%-22.3pp | 519.79%-542.3pp |
| Employer contribution / active EE | $946 | $3,303-71.4% | $2,647-64.3% | $4,779-80.2% |
| Participant deferral / active EE | $8,647 | $4,640+86.4% | $3,836+125.4% | $5,609+54.2% |
| Admin fee / account holder | $622 | $6,249-90.0% | $4,849-87.2% | $10,828-94.3% |