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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 | $9,533 | $178,174-94.6% | $156,181-93.9% | $137,256-93.1% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 9.57% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $3,255 | $4,972-34.5% | $4,294-24.2% | $4,156-21.7% |
| Participant deferral / active EE | $4,266 | $6,888-38.1% | $6,132-30.4% | $6,407-33.4% |
| Admin fee / account holder | $37,631 | $17,404+116.2% | $14,586+158.0% | $12,270+206.7% |