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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 | $17,964 | $175,231-89.7% | $149,696-88.0% | $139,466-87.1% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 7.53% | 166.77%-159.2pp | 134.46%-126.9pp | 373.66%-366.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,536 | $6,521-30.4% | $5,682-20.2% | $6,712-32.4% |
| Admin fee / account holder | $54,232 | $16,155+235.7% | $13,212+310.5% | $11,409+375.4% |