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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 | $5,469 | $90,397-93.9% | $76,002-92.8% | $145,959-96.3% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 3.68% | 621.97%-618.3pp | 360.07%-356.4pp | 561.95%-558.3pp |
| Employer contribution / active EE | $723 | $3,317-78.2% | $2,688-73.1% | $4,661-84.5% |
| Participant deferral / active EE | $2,944 | $5,163-43.0% | $4,257-30.8% | $6,689-56.0% |
| Admin fee / account holder | $2,516 | $8,369-69.9% | $6,414-60.8% | $13,398-81.2% |