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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 | $8,746 | $52,450-83.3% | $129,384-93.2% | $74,459-88.3% |
| Participation rate | 0.9% | 53.8%-52.9pp | 69.6%-68.7pp | 67.2%-66.3pp |
| Annual return | 2.95% | 15.65%-12.7pp | 9461.77%-9458.8pp | 1369.70%-1366.7pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,797-100.0% | $4,166-100.0% | $4,350-100.0% |
| Admin fee / account holder | $591 | $2,636-77.6% | $7,686-92.3% | $1,945-69.6% |