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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 | $227,291-99.8% | $214,702-99.8% | $155,188-99.8% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | 3.26% | 60.08%-56.8pp | 54.55%-51.3pp | 148.84%-145.6pp |
| Employer contribution / active EE | $4,572 | $6,772-32.5% | $6,461-29.2% | $4,248+7.6% |
| Participant deferral / active EE | $6,596 | $9,582-31.2% | $9,147-27.9% | $6,531+1.0% |
| Admin fee / account holder | $93,154 | $20,413+356.4% | $19,830+369.8% | $14,480+543.3% |