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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 | $9,183 | $111,814-91.8% | $103,378-91.1% | $145,978-93.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | -6.01% | 24.80%-30.8pp | 24.91%-30.9pp | 550.52%-556.5pp |
| Employer contribution / active EE | $1,204 | $4,215-71.4% | $3,870-68.9% | $4,662-74.2% |
| Participant deferral / active EE | $2,358 | $5,618-58.0% | $5,058-53.4% | $6,690-64.8% |
| Admin fee / account holder | $19,332 | $9,764+98.0% | $8,401+130.1% | $13,400+44.3% |