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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 | $4,762 | $55,889-91.5% | $76,119-93.7% | $80,935-94.1% |
| Participation rate | 0.0% | 62.1%-62.1pp | 69.1%-69.1pp | 67.7%-67.7pp |
| Annual return | 6.44% | 20.58%-14.1pp | 361.25%-354.8pp | 35.66%-29.2pp |
| Employer contribution / active EE | $441 | $1,866-76.4% | $2,693-83.6% | $2,757-84.0% |
| Participant deferral / active EE | $2,948 | $3,051-3.4% | $4,259-30.8% | $4,299-31.4% |
| Admin fee / account holder | $41,776 | $5,241+697.0% | $6,421+550.6% | $6,924+503.3% |