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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 | $261 | $97,125-99.7% | $86,233-99.7% | $137,256-99.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 9.12% | 74.19%-65.1pp | 61.39%-52.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $896 | $2,841-68.5% | $2,504-64.2% | $4,156-78.4% |
| Participant deferral / active EE | $11,160 | $5,180+115.5% | $4,559+144.8% | $6,407+74.2% |
| Admin fee / account holder | $83,433 | $9,725+758.0% | $8,342+900.1% | $12,270+580.0% |