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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 | $6,840 | $167,362-95.9% | $143,799-95.2% | $134,532-94.9% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -25.49% | 0.47%-26.0pp | -0.04%-25.4pp | 418.27%-443.8pp |
| Employer contribution / active EE | $7,919 | $5,620+40.9% | $4,952+59.9% | $4,741+67.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,469 | $18,094-91.9% | $14,677-90.0% | $11,429-87.1% |