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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 | $3,340 | $102,663-96.7% | $86,216-96.1% | $139,466-97.6% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 2.53% | 1924.52%-1922.0pp | 1169.42%-1166.9pp | 373.66%-371.1pp |
| Employer contribution / active EE | $2,240 | $3,035-26.2% | $2,382-6.0% | $4,754-52.9% |
| Participant deferral / active EE | $15,750 | $4,677+236.7% | $3,986+295.1% | $6,712+134.7% |
| Admin fee / account holder | $151,858 | $8,663+1653.0% | $6,853+2115.8% | $11,409+1231.1% |