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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 | $22,380 | $227,399-90.2% | $189,758-88.2% | $198,609-88.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | -0.18% | 61.03%-61.2pp | 52.62%-52.8pp | 202.70%-202.9pp |
| Employer contribution / active EE | $1,594 | $5,526-71.2% | $4,767-66.6% | $5,055-68.5% |
| Participant deferral / active EE | $3,439 | $6,837-49.7% | $5,856-41.3% | $6,977-50.7% |
| Admin fee / account holder | $4,340 | $25,162-82.8% | $20,388-78.7% | $19,030-77.2% |