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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 | $6,226 | $162,136-96.2% | $152,301-95.9% | $154,746-96.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 9.35% | 91.02%-81.7pp | 80.50%-71.1pp | 172.34%-163.0pp |
| Employer contribution / active EE | $1,577 | $4,890-67.8% | $4,624-65.9% | $4,379-64.0% |
| Participant deferral / active EE | $3,153 | $8,341-62.2% | $8,004-60.6% | $6,730-53.2% |
| Admin fee / account holder | $22,104 | $15,759+40.3% | $14,398+53.5% | $14,365+53.9% |