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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 | $360 | $223,823-99.8% | $211,142-99.8% | $154,746-99.8% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 3.26% | 50.39%-47.1pp | 46.84%-43.6pp | 172.34%-169.1pp |
| Employer contribution / active EE | $4,572 | $6,787-32.6% | $6,442-29.0% | $4,379+4.4% |
| Participant deferral / active EE | $6,596 | $9,750-32.4% | $9,284-29.0% | $6,730-2.0% |
| Admin fee / account holder | $93,154 | $19,707+372.7% | $19,076+388.3% | $14,365+548.5% |