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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 | $7,717 | $156,398-95.1% | $147,318-94.8% | $138,895-94.4% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 6.21% | 78.75%-72.5pp | 70.43%-64.2pp | 145.39%-139.2pp |
| Employer contribution / active EE | $1,690 | $4,853-65.2% | $4,593-63.2% | $4,194-59.7% |
| Participant deferral / active EE | $2,957 | $8,237-64.1% | $7,906-62.6% | $6,396-53.8% |
| Admin fee / account holder | $1,980,979 | $14,976+13128.0% | $13,708+14351.7% | $12,562+15669.4% |