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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 | $9,894 | $165,361-94.0% | $149,715-93.4% | $158,950-93.8% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 7.19% | 348.24%-341.0pp | 276.66%-269.5pp | 302.91%-295.7pp |
| Employer contribution / active EE | $1,279 | $5,103-74.9% | $4,645-72.5% | $4,762-73.1% |
| Participant deferral / active EE | $4,290 | $7,182-40.3% | $6,842-37.3% | $5,983-28.3% |
| Admin fee / account holder | $18,591 | $10,808+72.0% | $9,310+99.7% | $11,248+65.3% |