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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 | $3,472 | $148,623-97.7% | $135,974-97.4% | $139,466-97.5% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 10.70% | 79.30%-68.6pp | 68.30%-57.6pp | 373.66%-363.0pp |
| Employer contribution / active EE | $4,328 | $5,246-17.5% | $4,859-10.9% | $4,754-9.0% |
| Participant deferral / active EE | $13,009 | $8,103+60.6% | $7,760+67.6% | $6,712+93.8% |
| Admin fee / account holder | $11,575 | $12,406-6.7% | $10,767+7.5% | $11,409+1.5% |