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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 | $155,555-96.0% | $146,866-95.8% | $155,188-96.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 9.35% | 115.41%-106.1pp | 102.85%-93.5pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,577 | $4,647-66.1% | $4,425-64.4% | $4,248-62.9% |
| Participant deferral / active EE | $3,153 | $8,044-60.8% | $7,759-59.4% | $6,531-51.7% |
| Admin fee / account holder | $22,104 | $14,755+49.8% | $13,620+62.3% | $14,480+52.7% |