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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 | $9,182 | $165,939-94.5% | $122,354-92.5% | $147,585-93.8% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 6.79% | 34.56%-27.8pp | 30.28%-23.5pp | 578.58%-571.8pp |
| Employer contribution / active EE | $237 | $5,754-95.9% | $4,051-94.2% | $4,876-95.1% |
| Participant deferral / active EE | $1,279 | $4,005-68.1% | $3,287-61.1% | $5,439-76.5% |
| Admin fee / account holder | $48,290 | $7,425+550.4% | $5,479+781.4% | $10,886+343.6% |