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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 | $5,025 | $227,291-97.8% | $214,702-97.7% | $155,188-96.8% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | -27.49% | 60.08%-87.6pp | 54.55%-82.0pp | 148.84%-176.3pp |
| Employer contribution / active EE | $17,006 | $6,772+151.1% | $6,461+163.2% | $4,248+300.4% |
| Participant deferral / active EE | $61,809 | $9,582+545.1% | $9,147+575.8% | $6,531+846.4% |
| Admin fee / account holder | $319,438 | $20,413+1464.9% | $19,830+1510.9% | $14,480+2106.1% |