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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 | $4,208 | $174,379-97.6% | $152,093-97.2% | $138,895-97.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | -25.76% | 74.86%-100.6pp | 66.36%-92.1pp | 145.39%-171.2pp |
| Employer contribution / active EE | $952 | $4,652-79.5% | $4,175-77.2% | $4,194-77.3% |
| Participant deferral / active EE | $2,400 | $6,159-61.0% | $5,451-56.0% | $6,396-62.5% |
| Admin fee / account holder | $450 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |