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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 | $815 | $127,790-99.4% | $106,554-99.2% | $167,553-99.5% |
| Participation rate | 0.0% | 78.3%-78.3pp | 76.1%-76.1pp | 82.1%-82.1pp |
| Annual return | 0.56% | 33.88%-33.3pp | 26.80%-26.2pp | 478.89%-478.3pp |
| Employer contribution / active EE | $1,294 | $3,427-62.2% | $2,819-54.1% | $4,840-73.3% |
| Participant deferral / active EE | $3,628 | $5,088-28.7% | $4,398-17.5% | $6,343-42.8% |
| Admin fee / account holder | $89,958 | $11,231+701.0% | $7,408+1114.3% | $12,316+630.4% |