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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 | $20,889 | $152,619-86.3% | $125,195-83.3% | $152,909-86.3% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | 10.00% | 54.85%-44.9pp | 43.79%-33.8pp | 345.46%-335.5pp |
| Employer contribution / active EE | $1,820 | $4,947-63.2% | $3,866-52.9% | $4,764-61.8% |
| Participant deferral / active EE | $6,864 | $5,869+17.0% | $4,937+39.0% | $5,851+17.3% |
| Admin fee / account holder | $1,166 | $13,437-91.3% | $9,704-88.0% | $11,601-90.0% |