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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 | $172 | $157,276-99.9% | $141,177-99.9% | $152,885-99.9% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 8.73% | 64.33%-55.6pp | 71.40%-62.7pp | 345.39%-336.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,500 | $7,110+5.5% | $6,710+11.8% | $5,851+28.2% |
| Admin fee / account holder | $175,138 | $12,123+1344.7% | $10,263+1606.5% | $11,598+1410.1% |